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1
Building the onboarding checklist
- Map every account, device, and access requirement by role so nothing gets missed.
- Sequence tasks logically: accounts before devices, devices before training, training before day-one access.
- Include security steps as first-class items: MFA enrolment, password manager setup, and acceptable use acknowledgement.
2
Automating repeatable steps
- Use workflow automation to trigger account creation, welcome emails, and checklist assignment when a new starter is confirmed.
- Automate device provisioning with MDM so standard apps, security settings, and configurations are applied consistently.
- Set up automatic reminders for incomplete onboarding tasks so nothing slips through during busy periods.
3
Measuring and improving
- Collect feedback from every new starter about their onboarding experience within the first week.
- Track time-to-productivity: how quickly can new staff access everything they need and start contributing.
- Review and update the checklist quarterly based on feedback, system changes, and common support requests from new joiners.