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IT Onboarding Form - ETS

Display Name

What name will the new hire use? This will be used for their professional display name on all company e-mails, phone calls, Teams messages, and more. Changing this name during the onboarding process can take hours, so do not complete this form until you please verify their preferred display name.

Pronoun

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Job Title

Some companies have different job titles depending on the system or scenario. Please input the title colleagues should see on the new hire's Microsoft 365/Teams profile.

Official Start Date

The business day before this date will be our firm deadline for having everything set up.

Mobile Phone

This will be used for Microsoft 365 Multi-Factor Authentication (MFA) security prompts as well as the number CCIT will call or text to coordinate with the new hire and kick-off their IT Onboarding Call on their start date.

GoToConnect Number/Extension

Most full-time employees will require a full GoTo user license, be assigned a full extension, and be listed in the company directory when people call the main line. However, different hires may have different needs, and some shouldn't be assigned an extension at all. Please confirm what we need to have in place on Day 1 for a smooth onboarding & training experience. Changes & tweaks can always be made later.
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Shared Mailbox & Distribution Groups

Select any shared mailboxes and/or distribution group the new hire should have access to.

SharePoint Access

Please indicate which SharePoint folder(s) the new hire requires access to. Select all that apply. Standard access includes read and write permissions. If different permissions are required, note the details in Additional Information.

Calendly Access

Indicate whether the new hire needs Calendly access for scheduling.
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B

Foxit PDF Editor+ License

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Specific Computer

Describe the name, serial number, and/or location of an existing computer we should configure for the new hire. If possible, please help us ensure it is online so we can immediately access it remotely. Otherwise, let us know any special computer hardware requirements we need to prepare.

Desk Setup

Where will the new hire be seated? Please detail any specific docking station, monitor, keyboard, mouse, and/or headset requirements we need to have ready for Day 1. Is it already setup? If not, are you setting it up or will you need our help onsite? Also, if the new hire will be working from home instead of or in addition to the office, please describe the situation and what (additional) equipment will need to be shipped.

Additional Information

Almost done! You've given us a lot of great information to ensure a smooth onboarding, but often new hires have special situations, or unique onboarding needs not easily addressed with standard questions. Please let us know if there's anything else that comes to mind that we should know about so we can provide the best onboarding experience possible.

Process Improvement

Each new hire is an opportunity to refine our onboarding. If there are changes needed to this form or suggestions to improve the process, please note them below. Your feedback is valued and will help us continually enhance the experience.

Form Completed By:

First & Last Name