New Employee IT Onboarding Template Pack

What it is

A complete, fill in template set for the IT side of hiring and departures, built for small businesses that onboard a few people a year and have no IT department. Set up every new hire the same way, every time, and close every departure completely, in the right order.

What is inside

• Account Setup Checklist (PDF and editable Word): email and primary account creation, app and system accounts, permissions double check with least access as the default, and sign off. One copy per hire.
• First Day IT Welcome one pager (PDF and editable Word): a single page you hand to the new hire with their accounts, three safety rules, their issued gear, and exactly how to get IT help.
• Offboarding Checklist (PDF and editable Word): closes a departure in a safe, explicit sequence. Phase 1 kills account access and live sessions first. Phase 2 handles email and files while the account is still intact to transfer them. Phase 3 collects devices and physical access last. Each phase explains why it sits where it does.
• Access Tracker and Hardware Sheets (Excel workbook): one row per person per system, so no account is ever set up off the list or left behind at departure; plus a hardware assignment and return sheet covering issue, acknowledgment, return condition, and verified wipe.

Who it is for

Owners and office managers of small businesses (roughly 2 to 50 people) who handle hiring IT themselves and want the forgotten account problem gone: no ex employee keeping access because nobody had a list.

What you get

• New-Employee-IT-Onboarding-Pack.pdf
• access-and-hardware-tracker.xlsx
• account-setup-checklist.docx
• first-day-it-welcome-one-pager.docx
• offboarding-checklist.docx

Your download is one ZIP file containing the files above. A download link is emailed after PayPal verifies your completed payment. You can also retrieve the files using your transaction ID and buyer email on the secure delivery page.

Please note

These are organizational templates, not HR or legal advice. They cover the IT mechanics of accounts, access, and devices. Employment decisions, termination process, and data retention duties involve your own policies and advisors; adapt the templates to both before use.