Staff Onboarding Checklist
Here’s a starter checklist (Staff Onboarding Checklist) to help you get new team members up and running smoothly
Before Day One:
- Add user to Microsoft 365 Admin
- Assign appropriate license and role
- Set up business email (e.g. name @ company.com)
- Add to relevant Microsoft Teams and SharePoint groups
- Grant access to OneDrive folders or shared files
Day One:
- Intro call with team via Microsoft Teams
- Walkthrough of Outlook, Teams, and OneDrive
- Assign first tasks in Microsoft Planner
- Share company handbook via SharePoint
Week One:
- Schedule 1:1 check-in with manager
- Confirm access to Forms, Bookings, or other tools as needed
- Add recurring team meeting to Outlook calendar
- Confirm MFA is enabled
Ongoing:
- Add to company-wide announcements in Viva
- Set up goals and projects in Planner/Loop
- Bookmark important SharePoint links
- Complete basic cybersecurity training module
Pro Tip: Store and share this checklist in a shared Team channel with edit access restricted.
