IT Onboarding Form - VSMsq
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.
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.
What is the first and last name of the new hire's manager?
Do you have an Official Start Date?
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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.
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.
Select the correct configuration for the new hire. This determines their folder access and permissions.
Select the licenses we need to verify have been ordered, available, and assigned to the new hire on Day 1 (or soon thereafter).
Reminders: Engineers will need at least a Forma Design Collaboration ("FDC") license! Also, AEC Collection does not include Forma Design Collaboration, so be sure an FDC license is added when adding a new AEC Collection license.
Engineering Software Licenses
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Select the licenses we need to verify have been ordered, available, and assigned to the new hire on Day 1 (or soon thereafter).
Most users only need Core functionality; however, some users require the advanced batching or 3D functions available in Complete. You can use Bluebeam's comparison page to reference the cost and features of each option. Note that if an equivalent v20 perpetual license is available, we will use it before consuming an existing or ordering a new v21 subscription license. Microsoft Teams Membership
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CCIT can pre-add new hires to certain teams to save you time. Please confirm which teams you'd like visible to the new hire on Day 1. For security purposes, we will NOT add anyone to a group or team without explicit approval.
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 Assignment & Peripherals
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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 at Eldridge Oaks, please describe the situation and what (additional) equipment will need to be shipped.
Have you confirmed that the 'Standard' Work From Home (WFH) setup provided by VSMsq meets the needs of your new hire?
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As a reminder, VSMsq typically provides the following standard WFH package:
Will the new hire require a keycard to access the building & office?
Please pull an unassigned keycard, label it with the new hire's name, and enter the keycard's number below. Keep the keycard in a secure location until their Start Date where you can then either hand it to them directly or place it under their keyboard.
If you know or can quickly learn the make, model, and color of the new hire's vehicle, please enter those details here since this is a requirement on Property Management's keycard request form.
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.
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.