IT Onboarding Form - WPI
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.
The business day before this date will be our firm deadline for having everything set up.
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
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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.
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.
Tell us which email groups the new hire needs to be part of. If you’re not sure, just pick the basics and we’ll adjust later if needed.
Please indicate the level of Egnyte access required. Use the Standard Power User option unless the role requires special permissions. If so, choose Custom and describe the needed configuration.
Select the licenses we need to verify have been ordered, available, and assigned to the new hire on Day 1 (or soon thereafter). Remember that Revit & AutoCAD are included in the AEC Collection. New licenses may take a few days to coordinate, so please help us by verifying both current and future license availability & needs as soon as possible.
Indicate if the new hire requires a Bluebeam Revu license for their role.
Will this new hire need a SketchUp license? Choose Pro or Studio based on their role or select N/A if it’s not required.
Will this new hire need a
Monday.com license to manage or collaborate on projects within the platform?
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.
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.
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.
