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Prepare for a new employee’s arrival

Accounts, workstation, permissions, email and security: every step to complete before the employee’s first day.

Users · Beginner · 30 to 90 min

Accounts, workstation, permissions, email and security: every step to complete before the employee’s first day.

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Prepare and validate an employee arrival

Before starting

Confirm the role, site, start date and required applications with the manager. Prepare the workstation and access from that scope rather than automatically copying another employee’s permissions.

Validation example

For a new user, test representative sign-in, email, a business application and the intended shared resources. Confirm the handover and record any access still awaiting a decision.

Useful evidence

  1. Inventory and assignment of the workstation and accessories.
  2. Access-test results, approval owner and outstanding actions.
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