IT Employee Onboarding

Managers list everything IT has to prepare for a new hire here: shared folders, ERP role, mailbox, distribution lists, VPN and equipment. That way the newcomer starts with accounts and tools ready from day one.

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In the Claude connectors directory

New hire: full name

First Name

Last Name

New hire: start date

New hire: job title

New hire: department

New hire: location

New hire: reporting manager

First Name

Last Name

Should this setup mirror an existing user?

Yes No

If so, full name of the reference user (write N/A if not applicable)

Which W drive file shares do they need? (Finance and administration)

Accounting Payroll Purchasing Budgets

Which W drive file shares do they need? (Operations)

Operations Logistics Warehouse Quality

Which W drive file shares do they need? (Commercial)

Sales Marketing Customer service Product

Which W drive file shares do they need? (Corporate)

Human Resources Legal IT Executive

Who approved the folder permissions selected above?

First Name

Last Name

Email domain

Shared mailboxes required (write N/A if not applicable)

Which distribution lists should they join?

Individual folders (read and write access will be granted)

Microsoft Teams channels required (write N/A if not applicable)

Who approved the folder access noted above?

First Name

Last Name

Additional applications required (write N/A if not applicable)

Does this user need VPN access?

Yes No

How many monitors are needed?

None One Two Three

Laptop

If you chose "Other", specify the computer type

Docking station

Yes No

Working from home: how will the IT equipment be delivered?

Shipping address for remote user

Street Address

City

State / Province

ZIP / Postal Code

Any special IT accommodations needed?

Other Office applications needed

Special notes for the IT department

Manager's signature

Sign here

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