New Hire Setup Request

Tell us a bit about yourself

Name

First Last

Enter your email address for notifications*

When do you need this request completed by?*

This should be a date prior to the new hire start date.

Tell us about the new hire

First Name of the new hire*

Last Name of the new hire*

Enter the new person's last name

What is the start date for the new hire?*

What is the new hire's mobile number?*

Please provide the user's mobile number so we may add them to our system, contact them for setup purposes, and enable multifactor authentication on their accounts.

What email address would you like for the new hire?*

Please let us know the desired email address. We will randomly generate a password for the account.

Workstation/Software Setup

Is a new workstation needed?*

Yes
No

Selecting yes will prompt us to give you a ring to discuss options.

Is a new AWS Workspace needed?*

Yes
No

If you select yes, we will create a new AWS workspace for the user.

Which existing workstation should we setup for the new hire?

This lets us know which computer we'll need to setup for the new user. If no setup, is required on a workstation, type NONE

Which of these common applications need to be installed?

Microsoft Office 365 Apps (Outlook/Word/Excel/PowerPoint/Access)
Microsoft OneDrive/Sharepoint
Microsoft Teams
Adobe Acrobat Reader
Quickbooks/Peachtree/Sage/Foundation
Google Chrome
Mozilla Firefox
Microsoft Internet Explorer (for legacy application usage only)

This list of common applications may include some that aren't relevant to your environment. Select only those that apply.

What type of Office 365 License should we assign?*

Office 365 Basic - Email (50GB), Teams, Sharepoint/OneDrive, Office on the web
Office 365 Standard - Email (50GB), Installed Office (Outlook, Word, Excel, PowerPoint), Teams, Sharepoint/OneDrive
Office 365 Frontline Worker - Email(2GB), Teams, Sharepoint/OneDrive
Microsoft 365 E3 - Email (100GB), Teams, Sharepoint/OneDrive, Installed Office

Additional applications that need to be installed:

List any additional applications that the user will need to have installed on their computer system.

Which printers will they need to print to?

Please list any network/shared printers the new hire will need to be able to print to so that we may ensure they are connected on the workstation.

Which scanners will they need to be added to?

Which Shared Mailboxes does this user need to access to?

Which Email Distribution Lists/Groups does this user need to be added to?

Security & Remote Access Options

Which existing user should we use as a template for the new user?

We will copy the security groups/permissions from the user you specify here. The new user will have identical access to this user for network shares. Applicable to Active Directory environments.

Which shared drives/network resources should they have access to?

Please list mapped drives the new employee should be able to access.

Should the user be able to install programs?*

No
Yes

If you select yes, we will grant the user full administrative rights to the workstation, which will enable them to install apps.

What type of Remote Access does the user need?

TeamViewer/Ninja (Open Tier Systems RAMM)
VPN
Remote Desktop
None

Phone Options

Is a new phone needed?*

Yes
No
I don't have VoIP service with OTS

For our VoIP clients, please let us know if we need to procure a new phone for your new hire.

Which phone should we program for the new hire?

If you have an existing phone that needs to programmed for the new hire, please provide us with the serial/MAC address of the phone.

Would you like to learn more about our VoIP services?

Yes
Not at this time

Wrapping up

Shall we contact you prior to starting work on this request?*

Yes
No

Please note below anything else we should know related to this request:

Are you a bot?

Tell us a bit about yourself

Tell us about the new hire

Workstation/Software Setup

Security & Remote Access Options

Phone Options

Wrapping up

Let's Get to Work

Helpful Links

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