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 Setup
Employee IT Onboarding
A new hire should not spend the first morning waiting for a login, guessing which files to use, or borrowing someone else's account. When an employee leaves, access and company information should not leave with them.
How I Can Help
Manage The Full Change
I connect the employee, computer, Microsoft 365 account, shared files, applications, and recovery details to one documented process.
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.
What Gets Checked
More Than An Email
A Microsoft 365 account is only one part of the employee's access. The useful checklist follows the work.
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.
Owner Checklist
Decide These First
A short role checklist keeps access intentional and 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
Straight Answers
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.
What happens to email when someone leaves?
The account can be blocked from sign-in while needed mail and files are preserved. Depending on the business need, mail can be delegated, forwarded for a limited period, converted to a shared mailbox, or archived before the license changes.
Can you prepare an existing computer for a new employee?
Yes. I first confirm company data is preserved, then remove the former user's access, update and clean the device, create the new profile, install the required applications, and test the role-specific tasks.
Who should control MFA and recovery?
The employee can use an approved authentication method, but the business should retain administrative control and an emergency recovery path. A former employee's personal phone or email should not be the only route back into a company account.
Can you document the process for future hires?
Yes. I can leave a practical checklist covering accounts, licenses, equipment, shared access, applications, testing, and the steps to reverse when someone leaves.
Hiring Or Offboarding?
Send the employee role, date, computer status, and applications involved. Do not email passwords or recovery codes.