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New starter & leaver IT checklist
Missed steps at joining and leaving are how accounts and data go astray. Build a tailored checklist and download it as a PDF.
Role type
Which of these apply?
New starter IT checklist
Before day one
- Get written approval from the line manager, with start date, role and access needed
- Create the user account with a unique login (no shared accounts)
- Set up multi-factor authentication (MFA) and give the new starter a password manager
- Assign the right Microsoft 365 / Google licence and create the mailbox
- Build and enrol the device (disk encryption on, managed and patched)
Day one
- Walk through the acceptable use and security policies and record sign-off
- Check MFA works and set a strong, unique password
- Confirm who to contact for IT help and how to report anything suspicious
- Hand over the device and record it in the asset register
First week
- Complete security awareness training (phishing, passwords, reporting)
- Manager confirms access is right: nothing missing, nothing excessive
A general checklist. Adapt it to your own systems, policies and any legal or HR requirements.