IT Onboarding Process Free Template

The IT Onboarding process template provides full visibility into which technology stacks need to be delivered for new hires. Use it to follow a standardized workflow, and to create a customized IT onboarding form with checklists.

Avoid toggling between different tools and channels, plus centralize your communication in Pipefy to reduce time to value. Attach contracts, security protocols, and automatically send them to new members.

Optimize and extend your process by integrating with onboarding tools to ensure your employees have end-to-end support as they begin their journey in your company.

This IT Onboarding template is customizable and comes with a preset process to make it easier for you to adapt it and make it your own.

You can see all onboarding tasks and phases in a simple kanban or sprint screen view — it’s your call.

Combine different field types to build your IT Onboarding form and share them with new employees to gather information. Then, receive it all into a Kanban board that helps you identify priorities.

Each onboarding process is different. It means every step of the workflow requires different actions before it is considered done.
With Pipefy’s IT Onboarding process template you visualize your process and control everything that comes and goes, from people involved in the tasks, SLAs, priorities, stakeholders, email communication, and more.

Of course, you can automate almost everything in your IT onboarding process, from the email exchange, notifications, and assignments.

This template comes with a suggestion of a Dashboard that extracts real-time data from your IT onboarding process and turns it into charts that help you analyze metrics to improve your employee’s experience.