new-employee-onboarding-it

name	new-employee-onboarding-it
enabled	true
description	Use when performing new employee onboarding it — iT onboarding checklist for new employees covering account provisioning, hardware setup, access permissions, software installation, and initial training. Generates a comprehensive onboarding task list that tracks progress through each phase from pre-arrival preparation to first-week orientation, ensuring no critical IT setup steps are missed.
required_connections	[{"prefix":"itsm","label":"ITSM Tool (ServiceNow, Freshservice, etc.)"}]
config_fields	[{"key":"employee_name","label":"New Employee Name","required":true,"placeholder":"e.g., Jane Smith"},{"key":"department","label":"Department","required":true,"placeholder":"e.g., Engineering, Marketing, Sales"},{"key":"role","label":"Job Title / Role","required":true,"placeholder":"e.g., Software Engineer, Marketing Manager"},{"key":"start_date","label":"Start Date","required":true,"placeholder":"e.g., 2026-04-01"},{"key":"manager_name","label":"Manager Name","required":false,"placeholder":"e.g., John Doe"},{"key":"location","label":"Office Location / Remote","required":false,"placeholder":"e.g., NYC Office, Remote - US East"}]
features	["HELPDESK"]

New Employee IT Onboarding Checklist

IT onboarding workflow for {{ employee_name }} ({{ role }}, {{ department }}) Start Date: {{ start_date }} | Location: {{ location }} | Manager: {{ manager_name }}

Phase 1 — Pre-Arrival (5-3 business days before start)

Account Provisioning

• Create Active Directory / identity provider account
• Set up corporate email (Google Workspace / Microsoft 365)
• Generate temporary password and document securely
• Add to appropriate organizational unit / groups based on {{ department }}
• Configure email distribution lists for {{ department }}
• Create accounts for collaboration tools (Slack, Teams, Zoom)

Access Permissions

• Assign role-based access permissions for {{ role }}
• Set up VPN credentials (if {{ location }} is remote)
• Configure MFA/2FA enrollment invitation
• Grant access to department-specific applications
• Set up SSO for all provisioned SaaS applications
• Create ITSM portal account for submitting future requests

Hardware Preparation

• Allocate laptop/desktop from inventory (check asset management)
• Install standard OS image and apply latest patches
• Install required software stack for {{ role }}
• Configure device encryption (BitLocker / FileVault)
• Enroll device in MDM (Intune, Jamf, etc.)
• Prepare peripheral equipment (monitor, keyboard, mouse, headset)
• For remote: arrange shipping with tracking to {{ location }}