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onboarding and offboarding new staff

Pre-Onboarding

Confirm employment details (start date, position, salary).

Prepare employment contract and necessary documentation.

Schedule orientation sessions and training programs.

Assign a mentor or buddy for the new hire.

IT Setup

Create user accounts for necessary systems (email, internal tools, etc.).

Set up hardware (laptop, monitor, phone) and software installations.

Configure access permissions to required applications and networks.

Ensure compliance with security policies (password management, VPN access).

Here are some additional steps that could be included in the IT Setup section of the onboarding and offboarding checklist

Provide orientation on using hardware and software tools

Set up multi-factor authentication (MFA) for security

Install and configure necessary applications specific to the employee's role

Ensure that antivirus and security software are installed and updated

Set up access to shared drives and folders relevant to the employee’s team

Provide training on data protection policies and best practices

Create and distribute user manuals or guides for key systems

Schedule a follow-up check-in to address any technical issues

Ensure the employee's access to communication tools (e.g., Slack, Teams) is established

Document all IT setups and configurations for future reference

Employee Introduction

Announce new hire to the team and organization.

Schedule introductory meetings with key team members.

Provide an overview of the organization's culture and values.

Training and Development

Enroll new hire in mandatory training sessions (security, compliance, etc.).

Create a personalized development plan with short- and long-term goals.

Schedule regular check-ins to assess progress and answer questions.

Feedback and Evaluation

Conduct a 30/60/90-day review to evaluate performance and fit.

Gather feedback from the new hire regarding the onboarding process.

Adjust onboarding processes based on feedback received for future hires.

Pre-Offboarding

Notify relevant teams of the impending departure.

Schedule an exit interview to gather feedback from the departing employee.

Review and complete any pending projects or tasks.

IT Access Revocation

Disable user accounts for all systems (email, internal tools, etc.).

Retrieve company hardware (laptop, phone, access cards).

Change passwords for shared accounts and sensitive information.

Knowledge Transfer

Arrange for transfer of responsibilities and knowledge to team members.

Document processes and projects for future reference.

Ensure all documentation is updated and accessible.

Final Procedures

Conduct an exit interview to discuss experiences and gather feedback.

Provide information regarding final paycheck and benefits.

Send a farewell announcement to the team and organization.

Compliance and Documentation

Ensure all necessary paperwork is completed (non-disclosure agreements, etc.).

Archive employee records per company policy and legal requirements.

Review and update offboarding procedures based on any insights gathered.

This structured approach ensures a smooth transition for both onboarding and offboarding processes within IT organizations.

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