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A Guide to Onboarding New Employees (Free Checklist Included)

While every company needs technology to have an edge, survive and do well, humans are the most important part of our companies. In today’s job market, it is harder than ever to get new people and even harder to keep them.  We have found that many times, sufficient planning in hiring and onboarding is lacking, which causes delays in allowing the new employee to hit the ground running. 

Today we are sharing an onboarding checklist to help you create a great first impression for your new employees. 

There is usually a two-week window between hiring a new employee and their first day of work.  Use this time wisely to plan for their arrival.  It will take ArchIT (or your current IT provider) approximately two to three days to set up all new accounts and log-ins for the new hire so that their transition is seamless to your company.  

CHECKLIST TO PREPARE TECHNOLOGY FOR NEW HIRES

  1. Who are we hiring and what will this person do for our company?

  2. Do I have the correct hardware for this person?

    -Which computer will they use?
    -Do they need multiple computers in order to work remotely?

  3. Which software will they need?

    -Do we have spare licenses?  If not, purchase the license right away.
    -AutoCAD
    Revit
    -Vectorworks
    -Adobe
    -Bluebeam

  4. Email and documents

    -Gmail
    -Google Workspace (formerly G Suite)

  5. Internal document security processes and sharing processes

    -Slack
    -Other internal communication tools

Once you identify all the tools that the new hire will use, we will need to: 

  • Go through a checklist of which of the tools that the person will use and make sure they have access.  Create those accounts. 
  • Configure the workstation and make sure that we can create a lot for the new hire. 
  • Install all the new software the new hire will use. 
  • Install any additional tools and plug-ins necessary. 
  • Install any antivirus, URL filtering, or other security tools necessary.   
  • Test each of the applications to verify there are no weird pop-ups. 
  • Verify log-ins are successful and individuals can send and receive email and share and receive files.   
  • Verify password management and security tools to make sure new hire has access to shared passwords for the entire company.   

ArchIT recommends that our customers disable browser-based password key functionality (such as those provided by Chrome and Firefox) if they are using password tools like LastPass or Dash Link.  This will assist in password protection in the event an employee walks off with passwords and you are unaware of it.   This decision is left to the customer, but ArchIT recommends this measure of security.   

Start a good relationship with your new team member by using this checklist to prepare for their arrival.   

ArchIT helps architecture, engineering, and design firms run their IT, servers, computers, and most importantly people. With ArchIT on your side, you can focus on doing their best work and leave the tech to us. To get in touch with us, please contact us on our website at https://getarchit.com/