Free IT Setup Checklist HR Template

IT SETUP CHECKLIST

Task

Details

Status

Assigned To

Date Completed

User Account Creation

Active Directory Setup

Create an account in AD with proper permissions

[Name]

[Date]

Email Setup

Provision email account on company domain

Software Access

Grant access to company software suites (MS Office, CRM, etc.)

Laptop/Desktop Setup

Issue company standard laptop/desktop

[Name]

[Date]

Mobile Device

If applicable, issue company mobile phone

Peripheral Devices

Keyboard, mouse, monitors, etc.

Network & Connectivity

VPN Setup

Configure VPN access for remote work

Not Started

[Name]

[Date]

Wi-Fi Credentials

Provide login details for office Wi-Fi

Network Drives Access

Grant access to necessary shared drives

Software Installation & Licensing

Core Applications

Install software suites (MS Office, Adobe, etc.)

[Name]

[Date]

Department-specific Software

Depending on role (e.g., design tools for designers)

Software License Activation

Ensure all software is licensed correctly

Security Protocols

Antivirus & Malware Software

Installation and configuration

[Name]

[Date]

Multi-Factor Authentication

Setup MFA for critical applications

Password Manager

Setup and provide access if the company uses one

Training & Support

IT Orientation Session

Intro to company IT practices & protocols

Scheduled

[Name]

[Date]

Software Training

Training for company-specific applications

IT Support Contact

Provide details for ongoing IT support

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