Create The Right Access
Set up the named account, license, mailbox, groups, multi-factor authentication plan, shared folders, and role-specific applications before the employee arrives.
Employee IT Onboarding
New hires need working accounts and equipment on day one. Departing staff should not leave with company access.
Manage The Full Change
I connect the employee, computer, Microsoft 365, files, apps, and recovery details in one checklist.
Test The Workstation
Sign in, install updates, connect email and files, test printers and business applications, and confirm the employee can complete the tasks the role requires.
Protect Business Access
Disable sign-in, preserve needed email and files, remove shared access, recover the computer and keys, and document what was transferred to the owner or manager.
More Than An Email
The checklist follows the employee's actual work, not only email.
Identity And Recovery
Named account, license, MFA method, recovery ownership, administrator roles, and a separate emergency admin path.
Files And Communication
Outlook, Teams, OneDrive, SharePoint, shared mailboxes, calendars, contacts, and the folders the role actually uses.
Computer And Applications
Windows updates, browser profile, printer access, business software, backup, security settings, and device records.
Decide These First
A short role checklist makes the next hire or departure faster.
- Manager and start or end date
- Computer and Microsoft 365 license
- Required folders, mailboxes, and apps
- Who receives email and files afterward
Employee IT Questions
How early should we start a new hire setup?
A few business days is helpful when a computer, Microsoft 365 license, or application access must be purchased. Start earlier if a vendor controls an account or a new computer needs to be ordered and transferred.
Should employees share a Microsoft 365 account?
No. Each person should normally have a named account so access, multi-factor authentication, email, files, and departures can be managed without changing someone else's work. Shared mailboxes can be added where several people need a common address.
Hiring Or Offboarding?
Send the role, date, computer status, and required apps. Do not email passwords or codes.