IT Onboarding Checklist Template
A free IT onboarding checklist for IT teams and MSPs. Track the laptop, accounts, apps and security setup for every new hire before their first day.
Customize the pages and design to fit your needs.
About this template
Fill in one IT onboarding checklist for each new employee. Record the device, accounts, apps, accessories and security steps, so nothing is missed and every new hire can work on day one.
Common uses
- IT teams preparing new hires
- MSPs onboarding client staff
- HR and IT handoffs
Key features
- Device and asset tag
- Accounts and apps checklist
- Security steps
What this template asks
What's your name?
Short Text
What's your work email?
Email
What's the new hire's full name?
Short Text
What's their job title and team?
Short Text
When do they start?
Date
Where will they work?
Single Choice · In the office, Remote, Hybrid
Which device are they getting?
Single Choice · Windows laptop, MacBook, Desktop computer, Their own device
What's the device serial number or asset tag?
Short Text · Optional
Which accounts are set up?
Multiple Choice · Email and calendar, Single sign on, Team chat, VPN, Shared drives, Password manager, HR and payroll system
Which other apps do they need?
Long Text · Optional
Which accessories are ready?
Multiple Choice · Optional · Monitor, Keyboard and mouse, Headset, Phone, Badge or key card
Is multi factor sign in turned on?
Yes / No
Is security training assigned?
Yes / No
Anything still to do?
Long Text · Optional
How to use this template
Copy it
Select Use template and a copy opens in your workspace as an unpublished draft.
Make it yours
Edit any question or answer, choose a theme, and add your logo.
Share it
Publish, then send the link, show a QR code, or embed the form on your site. Responses arrive in Submissions.
Frequently asked questions
What goes on an IT onboarding checklist?
The new hire's start date and role, their device and asset tag, the accounts and apps set up, accessories, multi factor sign in and security training.
Who fills in the IT onboarding checklist?
The IT person or MSP technician setting up the new hire. Fill in one checklist per person, ideally the week before they start.
Can HR start the request?
Yes. Share the link with HR or hiring managers so they add the name, role and start date, and IT completes the rest. You can also add a manager question to route it.