Workflow Templates: User Onboarding Checklist

Create user account in Active Directory

Assign appropriate permissions and group memberships

Set up email account and configure email settings

Create initial password and enforce password policy

Send welcome email with login credentials and initial setup instructions

Assign and configure a workstation or laptop

Install necessary software and applications

Set up VPN and remote access tools

Ensure antivirus and security software are installed and updated

Provide necessary peripherals (keyboard, mouse, headset, etc.)

Set up single sign-on (SSO) if applicable

Enable multi-factor authentication (MFA)

Configure access to shared drives and folders

Grant access to required enterprise applications

Verify user access through initial login and troubleshoot any issues

Schedule initial orientation session

Provide user guides and documentation

Assign mandatory compliance and security training

Introduce to key team members and contacts

Set up a follow-up meeting to address any questions or issues

Document all account details and configurations

Ensure compliance with company policies and procedures

Log all hardware and software issued to the user

Update asset management and inventory records

Obtain user acknowledgment of receipt and understanding of policies

User Onboarding Checklist