A Microsoft 365 new-hire checklist

A consistent checklist means every new starter gets the right access on day one, and nothing is forgotten.

Before day one

• Create the user in Microsoft Entra ID with the correct name and email address.
• Assign the licence that matches their role.
• Add them to the right security groups, Teams and SharePoint sites.

On day one

• Have them register multi-factor authentication and confirm sign-in.
• Check that Outlook, Teams and OneDrive open correctly.
• Share the office Wi-Fi details and how to report an IT problem.

Afterwards

Record what was done so the leaver process can reverse it. See our user lifecycle service.