New Staff Onboarding

Staff details

Staff name:

Department / role:

Start date:

Requested by (Manager / HR):

Handled by (Admin / IT):

Before start date (Admin / Manager)

Confirm start date and job role Submit access request to Admin (Level 1)

Confirm which systems are needed:

Office PC (local user — no admin rights) tree.com.hk email File server (personal folder + shared folders) QuickBooks POS Online sales system

Day 1 — Account & PC (Admin → escalate to IT if needed)

Create local user account on office PC (standard user, no admin) Create / enable tree.com.hk email account Create file server personal folder Grant shared folder access (job need only) Grant app access if approved (QuickBooks / POS / online sales) Set initial password; user must change on first login Confirm MFA if the application supports it

Day 1 — Staff briefing (Admin)

How to save files to file server personal folder (PC local drive is not backed up) Cannot install software — request Admin / IT Lock screen when away from desk Give Email Security Guideline How to report problems: Admin first (L1) → IT (L2)

Completion (internal record only)

Admin / IT marks the checklist complete and notes that briefing / access setup was acknowledged verbally or by email where practical.

Completed by (Admin / IT):

Date:

Notes (optional):

New Staff Onboarding Checklist

Staff details

Before start date (Admin / Manager)

Day 1 — Account & PC (Admin → escalate to IT if needed)

Day 1 — Staff briefing (Admin)

Completion (internal record only)