Template Ideas

IT onboarding form

it onboarding form

Are you an IT company looking to streamline your new employee onboarding process?

The IT Onboarding Form is perfect for businesses in software development, network administration, IT support, and other technology-related fields.

By using this form, you can effectively gather essential information to ensure your team members are equipped with the right tools, access, and workspace to excel in their roles. Save time and enhance your onboarding experience by implementing this form in your HR procedures.

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Questions to include on your IT onboarding form

1. Personal Information

Collecting personal information is essential for identification and communication purposes during the onboarding process.

  • What is your full name?
  • What is your date of birth? (mm/dd/yyyy)
  • What is your email address?
  • What is your phone number?

2. Employment Information

Gathering employment information will help you understand the employee's role and department in the IT company.

  • What is your job title?
  • What is your department? (Software Development, Network Administration, IT Support, etc.)
  • What is your employment type? (Full-time, Part-time, Contract)
  • What is your start date? (mm/dd/yyyy)

3. Technical Requirements

Understanding the employee's technical requirements will ensure they have the necessary tools and access to perform their job.

  • What type of computer do you require? (Desktop, Laptop, Mac, PC)
  • What operating system do you prefer? (Windows, macOS, Linux)
  • List any specific software or applications needed for your job.

The question about specific software is important to make sure the employee has all the tools they need for their job, and it helps IT prepare their workstation accordingly.

4. Office and Workspace

Gathering information about office and workspace preferences can help create a comfortable and productive environment for the employee.

  • Do you require any additional equipment or ergonomic adjustments for your workspace? (Monitor, keyboard, mouse, chair, etc.)

5. Access and Security

Ensuring proper access to systems and maintaining security is crucial for an IT company.

  • What level of network access do you require? (Basic, Advanced, Administrator)
  • Do you need access to any specific servers, databases, or systems?
  • Will you require a VPN for remote access? (Yes, No)

The question about specific servers or databases helps IT configure the employee's access permissions accurately, ensuring they can perform their job without unnecessary restrictions or security risks.

Other question ideas

When you are creating your IT onboarding form, here are some additional questions you may want to consider. These won't apply in every case, but should give you some ideas as you build out your form.
  • Are there any programming languages or frameworks you're proficient in?

    • This question can provide insights into the employee's technical skills and help identify potential training or mentoring opportunities.
  • Do you have any certifications relevant to your role? If yes, please list them.

    • Understanding the employee's certifications can give an indication of their expertise in specific areas, potentially benefiting project allocation or team collaboration.
  • How would you rate your proficiency in IT security best practices? (1-10, with 1 being the lowest and 10 being the highest)

    • Gaining insight into the employee's awareness of security practices can help in identifying if further training is required to maintain a secure working environment.
  • Have you previously worked with any team collaboration tools (such as Slack, Microsoft Teams, etc.)? If yes, please list them.

    • Knowing the employee's experience with collaboration tools can aid in onboarding process, ensuring a smoother transition into the new company's communication systems.
  • Are you interested in participating in any ongoing professional development or mentorship programs? (Yes, No)

    • Understanding the employee's interest in professional development can help management provide opportunities for growth and development within the company.
  • Do you have experience leading or managing IT projects or teams? If yes, please provide a brief description.

    • Assessing the employee's leadership experience can be useful in identifying potential future leaders or project managers within the organization.
  • How do you handle stress and tight deadlines in an IT environment?

    • Gaining insight into the employee's stress management techniques can be beneficial for understanding how they may perform under pressure and identify any potential areas for improvement or support.

Things to consider

  1. Clarity and simplicity - Ensure that your questions are clear, concise, and easy to understand. Avoid using technical jargon or complex language that might confuse the person filling out the form.
  2. Responsive design - Make sure your form is mobile-friendly and works well on different devices and screen sizes. This will make it more accessible and user-friendly for those filling it out.
  3. Mandatory vs. optional fields - Identify which questions are essential and make them mandatory to answer, while keeping less critical questions as optional. This approach will help you collect the most important data without overwhelming the person filling out the form.
  4. Validation and error messages - Use proper validation for input fields to ensure that the information entered is accurate and in the correct format. Provide helpful error messages to guide the user in case they enter incorrect information.
  5. Progress indicators and sections - Break your form into logical sections or groups, and use progress indicators if the form is lengthy. This will help guide the person filling out the form and give them a sense of how much time it might take to complete the process.
  6. Save and resume functionality - If your form is long or requires more time to fill out, consider offering a "save and resume later" option. This will allow users to save their progress and complete the form at a later time.
  7. Data privacy and security - Ensure that your form complies with privacy regulations, such as GDPR or other local guidelines. Make it clear how you will use the data collected and how you plan to protect the user's personal information.

How to create your IT onboarding form

Now that you know what questions you should include, it's time to build your form!

The only problem is that traditional forms tools are inefficient.

People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email. 

That's why you should give Content Snare a try. 

Content Snare is packed with advanced features that will have you hours:

  • Automatic reminders - Remind people to complete their form with fully customizable reminders.
  • Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
  • Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
  • Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.

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