Remote IT Onboarding & Training

Remote IT Onboarding & Training

• Setting up new user environments remotely

• Software tutorials and policy walkthroughs

• Cybersecurity awareness training (e.g., phishing simulations)

Key Components of Remote IT Onboarding

1. 🎫 User Account Creation & Access Setup

• Create and provision accounts before day one:

  • Email (Microsoft 365, Google Workspace)

  • SSO systems (Okta, Azure AD)

  • VPN credentials

  • Internal apps/tools (Slack, Jira, GitHub, etc.)

• Apply role-based access control (RBAC) and least-privilege permissions.

2. 💻 Hardware & Device Setup

• Ship pre-configured laptops with:

  • OS installed and updated

  • Endpoint protection (EDR, antivirus)

  • MDM/remote management tools (Intune, Kandji, Jamf)

• Optional: Let employees use BYOD (Bring Your Own Device), with strict mobile device management (MDM) in place.

3. 🔒 Security Configuration

• Enforce:

  • MFA (multi-factor authentication)

  • VPN usage

  • Password managers

  • Disk encryption (BitLocker, FileVault)

• Pre-install security policies via MDM or GPO (Group Policy Objects)

4. 🧭 Initial Walkthrough & Orientation

• Offer remote live sessions or interactive onboarding portals

• Cover:

  • Company IT policies

  • Security best practices

  • How to access support

  • Internal tools overview

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🧠 Remote IT Training: How to Do It Right

1. 🎥 Use Multi-Format Training Materials

• Live sessions: For engagement, Q&A, and company culture

• Recorded videos: For tool walkthroughs and policies

• Interactive modules: Use tools like Loom, Trainual, Notion, or Confluence

2. 📚 Create a Centralized Knowledge Base

• Host all guides, SOPs, and FAQs

• Should include:

  • Tool usage

  • Troubleshooting steps

  • Contact/helpdesk info

  • Security policies

3. 📈 Track Completion & Engagement

• Use LMS (Learning Management Systems) or onboarding checklists

• Automate reminders for incomplete modules

4. 🛟 Provide Ongoing Support

• Set up:

  • IT helpdesk ticketing (e.g., Zendesk, Freshservice)

  • Live chat or Slack channels

  • Scheduled check-ins (especially during first 30 days)