New Starter Checklist
Get somebody started properly, with the checks, paperwork, safety induction and equipment handled as a list rather than remembered in pieces.
SR-06 1 page
IT and office systems · IY-17
Starter and Leaver IT Checklist
A free printable IT onboarding and offboarding checklist — accounts, kit and access set up for a starter, then the same list run backwards when they leave.
Download Free · no sign-up
One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.
Print it and write on it
Fill it in type and save
The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.
What this sheet is for
Give a new starter everything on day one and take it all back on the last day, with the leaver half checked against what the starter half says went out.
Who it is for
IT support, office managers and anyone in a small firm who sets up accounts and issues laptops without a dedicated IT department.
How to use it
- Fill in the person's details and tick the starter half on their first day.
- Keep the sheet with the person's file for as long as they are with you.
- When they leave, work through the leaver half against the starter half.
- Have both IT and the line manager sign the bottom before the sheet is filed.
What is on the sheet
One page, top to bottom:
Printed under the title: One sheet per person, used twice — the accounts, kit and access a starter needs on day one, and the same list run backwards when they leave, so nothing is left switched on.
Same sheet, both ends of the job. Fill in the starter half on the first day and keep the sheet. When the person leaves, work the leaver half against what the starter half says was issued — a leaver list that does not know what went out cannot know what should come back.
Write-on lines: Name · Role / team · Start date · Leave date · Line manager
Starter — set up — tick and initial as each is done
- Network account created, named to the house pattern
- Mailbox created and added to the right groups
- Two-step sign-in set up on their phone or token
- Computer issued and its asset tag registered
- Phone, SIM or softphone extension issued and tested
- Door card or fob issued and tested at every door
- Shared drives granted for the role, and no more
- Software licences assigned and entered on the register
- Printer, scanner and shared kit set up on the device
- Acceptable-use and security policy read and signed
- Added to emergency, phone and seating lists
- Added to rotas, booking sheets and team calendars
Leaver — shut down — run against the starter half above
- Network account disabled, not deleted, on the day
- Mailbox forwarded or auto-reply set, owner named
- Two-step sign-in device removed from the account
- Computer returned and wiped, register updated
- Phone, SIM and extension returned or reassigned
- Door card or fob returned and deactivated
- Shared drive, cloud and remote-access rights revoked
- Software licences reclaimed and the register updated
- Files and shared documents handed to a named person
- Shared-system passwords the person knew changed
- Removed from phone lists, rotas and the seating plan
- Kit and access checked off by IT and the line manager
Signature strip: Starter set-up checked by · Leaver shut-down checked by · Date
Ruled lines: Notes — anything issued or returned that is not on the list
Questions
Why disable an account rather than delete it?
Because a deleted account takes its mailbox, files and audit trail with it, and the question 'what did they have access to' often comes up after they have gone. Disabling shuts the door; deleting can wait until you are sure nothing is needed.
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