IT User On/Offboarding Form

Is this a confidential hire?

YesNo

Please indicate date new employee can appear in the company email directory (leave blank for immediate)

Date

Additional notes if this is a confidential hire:

Is this new employee a secret hire? Put any explicit instructions here

Please enter the new employee's full name as you will want it to show in all of the IT systems and account setups:*

First NameLast Name

Do you want this employee's mailbox backed up (must have a SaaS to SaaS backup solution already in place - if that is not in place, choose No)*

YesNo

What is the new employee's start date (we request a 7 day lead time for new users; 14 days minimum if new computer is needed):*

Date

Would you like us to schedule a new hire orientation for this person? Note: Parachute has launched a new appointment process for new hire orientations called Time Zest and will send an email to this user's supervisor that will contain information for scheduling this appointment. Once this appointment is set with the supervisor, the meeting can be forwarded to the new hire by the supervisor.*

YesNo

Please enter the new employee's pronouns (for email signature):

Please enter the new employee's title:*

Please enter the new employee's department:

Enter the new employee's cell phone number:*

Area CodePhone Number

Please enter the supervisor's full name to schedule the new employee's orientation:

Office location:

Employee's office desk location, if known (skip if remote):

Employee's Teams Phone Number (choose Oakland for remote workers):

OaklandLAHoustonDC

Employee's phone group:

Does the employee need to answer the front door and main phone line (Oakland)?

YesNo

Where does this person fit in the phone answering hierarchy?

Tier 1Tier 2Tier 3Tier 4

Similar existing user in Active Directory and 365 to copy for Windows network file/folder security and 365 groups/permissions (if you are not sure, leave this field blank and simply indicate the needed items on this form):

What accounts/apps/services should we setup for the new employee? (defaults are pre-selected)

Indicate which computer(s) the user will need to access over the remote access gateway:

X0001Other

If Dynamics was selected, which roles should be assigned?

PI EveryoneCalifornia ApproachOther

Should the employee be given access to the "SharePoint Finance" site?

YesNo

Which "Microsoft 365" groups should we add to the new employee's account?

Which 365 distribution lists should we add to the new employee's account?

Which "mail enabled 365 security groups" should we add to the new employee's account?

Which 365 "security groups" should we add to the new employee's account?

PreventionInstituteOther

Which Active Directory groups should we add to the new employee's account?

Will this employee need delegate access to their supervisor's email or another mailbox?

Supervisor EmailOther

Which printers should be installed on the user's computer? (all in Oakland unless otherwise noted)

Prevention Institute Inventory

https://parachute.brightgauge.co/public/dashboards/f0d2d0b4-32cf-42cf-935b-f14aa77bfbf2/

What computer will the new employee require:*

A new computer in Parachute's inventoryA computer that will need to be purchasedA computer that is currently available but not in Parachute's possession.

What is the serial number of your preferred computer?

Please describe the current location of the computer that needs to be setup for the new employee:*

Please select the computer needed:

Desktop: Standard PCLaptop: Standard PCOther

What size computer would the user like?*

14"16" with a number padNo PreferenceOther

List additional items needed: (If specific models are requested, please describe below in the free answer box. Otherwise standard models will be selected for the quote for you to approve.)

Where will this new computer need to be shipped: *

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Should Parachute schedule a new employee IT orientation?

YesNo

At which phone number should we contact the new employee?

Area CodePhone Number

Please list any other requests or clarifications for this onboarding:

User On/Offboarding and Computer Request