New Hire Onboarding Checklist (Day 1–Day 30 Plan)

Employee Name: _______________________
Position: _____________________________
Start Date: ___________________________
Manager: _____________________________

✅ Pre-Start (Before Day 1 – Internal Preparation)

Management / Admin Checklist

• ☐ Offer letter signed

• ☐ NDA signed

• ☐ Background check completed (if required)

• ☐ Equipment prepared (laptop, charger, MFA device)

• ☐ Email account created

• ☐ Microsoft 365 license assigned

• ☐ RMM account created

• ☐ PSA / Ticketing access created

• ☐ Password manager access provisioned

• ☐ Security group membership assigned

• ☐ Security baseline policies applied (BitLocker, Defender, MFA)

📅 Day 1 – Orientation & Security Foundations

Welcome & Culture

• ☐ Company overview presentation

• ☐ Review Mission & Core Values

• ☐ Review Policies & Procedures Manual

• ☐ Review Code of Conduct

• ☐ Review Attendance & Work Hours (7:30 AM – 5:00 PM PST)

Security Setup

• ☐ MFA configured on all accounts

• ☐ Password manager training

• ☐ Endpoint encryption verified

• ☐ Security awareness training assigned

• ☐ Review phishing reporting process

Systems Walkthrough

• ☐ PSA ticket system overview

• ☐ RMM overview

• ☐ Microsoft 365 admin basics

• ☐ Remote support workflow

• ☐ Documentation standards explained

📅 Week 1 (Days 2–5) – Tools & Processes

Technical Environment

• ☐ Review standard client stack (M365, firewalls, backups)

• ☐ Understand escalation workflow

• ☐ Review backup monitoring process

• ☐ Learn ticket prioritization standards

• ☐ Shadow senior technician on live tickets

Client Communication Standards

• ☐ Email formatting expectations

• ☐ Professional phone communication standards

• ☐ Ticket documentation requirements

• ☐ SLA response expectations

Compliance Overview

• ☐ HIPAA basics (if applicable)

• ☐ Handling sensitive client data

• ☐ Secure file transfer procedures

• ☐ Incident response basics

📅 Week 2 – Supervised Work

Ticket Handling (Supervised)

• ☐ Resolve basic password reset tickets

• ☐ Troubleshoot Outlook issues

• ☐ Map network drives

• ☐ Printer troubleshooting

• ☐ Document all work clearly

Monitoring & Alerts

• ☐ Respond to RMM alerts

• ☐ Verify backup status

• ☐ Review patch management process

Website & Marketing Support (If Assigned)

• ☐ WordPress admin walkthrough

• ☐ Basic SEO editing guidelines

• ☐ Review approved marketing messaging

📅 Week 3 – Increased Responsibility

Independent Ticket Handling

• ☐ Handle Tier 1 tickets independently

• ☐ Escalate appropriately

• ☐ Demonstrate proper documentation

• ☐ Maintain response time targets

Security Competency

• ☐ Identify phishing emails

• ☐ Follow incident response checklist

• ☐ Apply security best practices

Client Interaction

• ☐ Conduct professional support calls

• ☐ Provide status updates clearly

• ☐ Demonstrate calm troubleshooting approach

📅 Week 4 – Performance Evaluation & Growth Plan

Performance Review

• ☐ 30-Day evaluation meeting

• ☐ Review ticket metrics

• ☐ Review documentation quality

• ☐ Review communication professionalism

• ☐ Review security compliance

Skills Assessment

• ☐ Troubleshooting methodology

• ☐ Understanding of client environments

• ☐ Security-first mindset

• ☐ Initiative & accountability

Development Plan

• ☐ Identify training areas

• ☐ Assign certifications (if applicable)

• ☐ Define 60-Day & 90-Day goals

🎯 30-Day Success Criteria

By Day 30, the employee should:

• Confidently handle Tier 1 tickets

• Follow documentation standards consistently

• Communicate professionally with clients

• Demonstrate strong cybersecurity awareness

• Understand Blackhawk MSP workflows and expectations

Manager Sign-Off

Manager Name: _________________________
Signature: ____________________________
Date: ________________________________

Employee Signature: ___________________
Date: ________________________________