IT Access Setup for New Hire

SOP Steps

1. 1

   Receive start date + role from HR

   Get the confirmed start date, job title, and department from HR at least 3–5 business days before the new hire's first day.

2. 2

   Create email account

   Set up the company email address following your naming convention and configure it with the standard email signature and settings.

3. 3

   Add to Slack workspace + relevant channels

   Create the Slack account and add the new hire to all relevant channels for their role, team, and any company-wide channels.

4. 4

   Set up role-based tool access

   Provision access to all tools required for the role — project management software, CRM, analytics platforms, design tools, etc.

5. 5

   Create VPN credentials if needed

   If the role requires remote access to internal systems, set up VPN credentials and send setup instructions to the new hire.

6. 6

   Share credentials securely

   Send login credentials through a secure channel (e.g. password manager invite or encrypted message) — never via plain email.

7. 7

   Schedule IT orientation call

   Book a 30-minute orientation call for the new hire's first day to walk them through their accounts, security policies, and how to get IT help.

8. 8

   Confirm all access is working

   After Day 1, confirm with the new hire and their manager that all tools and systems are accessible and working correctly.