Onboarding routine for account, laptop, and training
Three tracks: account creation, hardware delivery, knowledge transfer. Run in parallel, not in sequence.
Try this first
- 1Two weeks before start: order laptop, create account, add to groups, prepare welcome-mail template. Waiting for day one is always too late.
- 2One week before: image the laptop, install the standard apps, test login with MFA, and send the welcome mail to the private address with the work credentials.
- 3Day one: short tour of the tools, not a dump of twelve systems. One or two important ones first. Hand over a one-pager with "where do I find what".
- 4First week: assign a buddy. Someone other than the manager, who makes silly questions easy to ask. Halves the learning curve in most teams.
- 5First month: one 1-on-1 with the manager about how it is going and what was unintentionally missed. Onboarding is never complete on day one, design for that.
When to bring us in
If you onboard more than ten per year, manually walking through it gets tiring and error-prone. Time for a checklist-driven onboarding workflow (we have built a few for other clients).
See also
- First IT setup as a freelancer, what do you actually needNot everything at once. One laptop, a mailbox on your own domain, a password manager, a backup. That covers the first year.
- Hiring your first employee, what IT to arrange before day oneLaptop, account, mailbox, access to the right folders. In that order, not all of it at 9 a.m. on day one.
- Moving to a new office, IT checklistInternet and power have the longest lead times. Plan at least three months out, not three weeks.
None of the above fits?
Describe your situation below. We pass your input plus the steps you already saw to our AI and return tailored next-step advice. If it's too risky to DIY, we'll say so.
Or skip the DIY entirely
Our Managed IT clients do not look these things up. One point of contact, a fixed monthly price, resolved within working hours.