Get the starter’s IT
requirements together.
Fill in what your new starter needs and send the whole form to your IT support company.
They handle the setup and testing.
Before the laptop is set up
Fill in the starter’s equipment, applications and access requirements, then send both pages to your IT support company. The second page is for them to record their setup and testing.
New starter IT setup form
Editable Word document, with a PDF version to preview or print. No email address required.
Download Word formView the PDFHow to use it
- Fill in the new starter’s details and what they need to do their job. Get any access approvals needed within your business.
- Send the whole form to your IT support company before the start date.
- Your IT support company sets up the equipment, installs the applications and tests the access. They complete the setup checks on page two.
- Ask them to confirm when everything is ready and flag anything they still need from you.
Make it fit your team
Add your usual applications and equipment, then fill in what this starter needs. Leave the setup checks for your IT support company to complete.
Do not include passwords or recovery codes, and do not copy another person’s access without checking each permission.
This form covers starters. Use a separate process for leavers, with agreed access removal and handover arrangements.