IT Onboarding Request Form

New-hire setup for hardware, accounts, software, phone routing, and physical access — with one-click role profiles and Asana card creation.

GarageExperts · OptiGrowth · Versatile

New Hire Setup Request

Submit at least 8 business days before the start date so IT can prepare accounts, equipment, and access.

Fill in the employee's start details, then apply a role profile to fill in department, device, software, phone, and access settings for the job. Switching profiles resets those fields to the new profile's defaults.

1. Employee and Start Details

Required
Recommended lead time: 8 business days.

2. Role Profile

One-click setup
Role profiles Applying a profile fills in department, manager, device, software, phone, and access settings for the job — clearing anything it doesn't set. The employee's own personal details (name, personal email, cell phone, start date) are never touched.

3. Department, Role, and Manager

From role profile

4. Computer, Email, and Device Setup

IT setup
Leave blank if IT should assign the standard address.

5. Phone and Call Routing

If needed
Click to select or unselect any number of queues.

6. Software and App Access

Role-based
Included with this role profile These come from the applied role profile, plus Microsoft 365 as the required company-wide baseline. Uncheck anything this particular hire doesn't need.
No approval needed 0
Requires approval 0

Request additional app access

Need something beyond the role profile defaults? Search the full catalog and check it off — extra approval may still be required.
No approval needed 0
Requires approval 0

7. SharePoint, Teams, and Physical Access

Access controls
Hold Ctrl/Cmd to select multiple. The list is managed on the "Role Profiles" tab.
Alarm codes require approval before provisioning.

8. Notes and Internal Tracking

Optional