New Employee Security Onboarding Checklist
Use this checklist to ensure every new hire is properly onboarded from a security and compliance perspective. These steps help reduce risk, meet SOC 2 and ISO 27001 expectations, and support your overall security posture.
Task | Evidence to Provide | Relevant Policy |
|---|---|---|
Offer Letter Signed | Signed PDF or eSignature Confirmation | Hiring Policy |
Background Check Completed | Background Report or Vendor Confirmation | Background Screening Policy |
Role and Department Assigned | HR Record or Employee Tracker | Org Structure Policy |
Confidentiality Agreement Signed | NDA or IP Assignment Agreement | Confidentiality Policy |
Acceptable Use Policy Acknowledged | Signed or Clickwrap Attestation | Acceptable Use Policy |
Access Granted to Approved Tools Only | Access Control List, Approval Log | Access Management Policy |
MFA Enabled on All Accounts | MFA Setup Log or Screenshot | Authentication Policy |
Security Awareness Training Completed | LMS Completion Record | Security Awareness Policy |
Onboarding Checklist Complete | Signed Checklist or HR Verification | Onboarding Policy |
Asset Assigned and Tracked | Laptop/Device Entry in Asset Register | Asset Management Policy |
Email and Communication Setup | Welcome Email, Slack Invite | Communication Policy |
Manager Welcome & Expectations Shared | Orientation Meeting Notes | HR or People Policy |