A new hire needs an account, the right access, and equipment ready to use. Bring the details, approval, and hands-on setup into a repeatable process for MSPs and internal IT. Join early access as Onboardinator develops.
Collect user details, access requirements, equipment needs, and setup instructions in one request. Give requesters a consistent way to explain what is needed, so IT can review the context without piecing together separate messages.
Define recurring requirements by role, client, or department. Use that baseline to identify what is standard and what needs a separate decision for this new hire.
Check access and equipment requirements with the person authorized to approve them. Identify the technician responsible for setup and resolve missing information before work starts.
Make the Microsoft 365 setup requirements clear before work starts. Keep the role baseline, approved access, and any exceptions with the request so the technician knows what this person needs.
Plan workstation preparation, equipment handover, and access checks with a named owner. Include anything outside Microsoft 365 so the new hire’s setup is not mistaken for account setup alone.
Follow the request from the details IT receives to the work a technician completes. Each handoff carries the requirements forward, from review and approval to account setup and equipment preparation.
Collect the right details once, apply the relevant workflow, and let your team see what needs to happen next.
Keep the next step and its owner clear from request to handover.
Prepare practical first-day instructions alongside the setup work: equipment collection, next steps, and a contact for help. Give your team the context to review and share a useful welcome message.
Join the list for updates on a more consistent onboarding process, from the manager’s request to the new hire’s first day.
