IT - How-to: New Hire Setup

Use these steps for creating a new hire. Do not close the Syncro Ticket until after the new hire has started.

Quick Links:

New Hire Workflow (Work in Progress)

Review Syncro New Hire Request Ticket

1. Verify the Ticket Tags have "new hire" present.
2. The New Hire Request ticket should have the details needed to set up the new employee, as well as a worksheet guide to help you stay on track
3. Please be sure to add the HR and Payroll contacts to the "CC" section of the ticket.
1. General Manager, HR, Office Manager, Direct Report, and Payroll Contact should be added here. If any of these contacts are the main contact on the ticket, there is no need to add them to the "CC" field.
1. HR and Office Contacts by Company

Microsoft 365 Setup

Create the user in microsoft 365

1. Please reference: Microsoft Office 365 - New User Creation
1. For any licensing questions, please reference:Microsoft 365 License Assignments

Workstation Setup

For existing workstations (Windows PC)

1. Find the PC in Endpoint Manager:
1. Windows - Microsoft Intune admin center
2. Go to Properties > Change Primary User
3. Change the Primary User to the new hire's name
4. If needed, change the PC name based on the PC Naming Scheme here: New PC Setup Setups
1. Save the changes
2. If a desk phone extension is needed or information on an existing extension needs changed, please use the Desk Phone Change Request in the Germain Portal
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3. For CDK Drive or DSDA setups
1. How to Install CDK Drive on a Company PC
2. How to Install DSDA
4. For Printers
1. How to Add a Printer - Printix Client
5. For Mitel Connect
1. Mitel Connect Install Instructions
6. If assisting with 365 setup:
1. Microsoft Office 365 - First Time Setup
2. Company Signatures by Location

for new workstations (windows PC)

1. Provide the employee or direct report with New PC Setup Setups
1. Windows - Microsoft Intune admin center
2. Go to Properties > Change Primary User
3. Change the Primary User to the new hire's name
4. If needed, change the PC name based on the PC Naming Scheme here: New PC Setup Setups
5. Save the changes
2. Work with the employee if needed to make sure they are set up successfully
3. If a desk phone extension is needed or information on an existing extension needs changed, please use the Desk Phone Change Request in the Germain Portal
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4. For CDK Drive or DSDA setups
1. How to Install CDK Drive on a Company PC
2. How to Install DSDA
5. For Printers
1. How to Add a Printer - Printix Client
6. For Mitel Connect
1. Mitel Connect Install Instructions
7. If assisting with 365 setup:
1. Microsoft Office 365 - First Time Setup
2. Company Signatures by Location

for company iPads (wifi or cellular)

1. If an iPad is present, it needs to be wiped in Endpoint Manager so it can be reassigned to the new employee.
1. iOS/iPadOS - Microsoft Intune admin center
2. Company iPad - First Time Setup

• Cellular iPads are for Sales Staff
• WIFI iPads are for Service Staff
• Exceptions are on an approval-basis

Update Syncro Ticket

1. Update the Syncro Worksheet with the relevant information. If you do not have the information, leave the field blank and note the ticket of what's needed. If it's info that can be gathered by the direct report or someone onsite, try reaching out to the ticket contact via phone or email.
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2. For Vendors, right now we are advising the managers to alert vendors of a new hire.
3. Utilize the New User Created canned response in Syncro
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3. Feel free to add or remove relevant information, such as Extension or Direct Dial Number, if it's not applicable. Add additional setup notes if needed.
4. If there are pending setup items, such as an extension or workstation setup, please leave the ticket open with notes on what's left
1. Work with AJ Hall if you are unable to complete the remaining items.
4. Update the Due Date for the ticket to be (1) business day after the user's start date.
5. Check in with the user and Manager to confirm the ticket is good to close out.