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New User Onboarding Request

Creation date: 5/20/2026 1:34 PM    Updated: 7/27/2026 8:47 AM   account-creation hr new-hire new-user onboarding
Argus IT Help Desk · New Users
New User Onboarding Request — What to Include
The one field that matters most: whose access do we copy from?
Accounts will NOT be created until this form is complete
Incomplete requests are placed on hold and returned for the missing information. Fill in every required field before submitting.
To set up a new staff member quickly and avoid back-and-forth, include everything below in your ticket. The single most important item is whose access we should copy from — without it, we can't match the new user's permissions to their role.
📋  The form — copy into your ticket and fill in
NEW USER ONBOARDING REQUEST
===========================

Full legal name:
Preferred name (if different):
Job title:
Reporting to (manager name):
Department:
Property / venue (which hotel or restaurant):
Start date:
Employment type:  [ ] Full-time  [ ] Part-time  [ ] Seasonal  [ ] Contractor

ACCESS REFERENCE - REQUIRED
Whose existing access should we COPY FROM?
   (Name an existing staff member in the same role / department whose
   permissions match what this new user will need.)

Copy access from:

HARDWARE NEEDED
[ ] Laptop (model preference or "standard"):
[ ] Desktop
[ ] Monitor(s) - how many:
[ ] Cell phone (corporate-issued)
[ ] Headset
[ ] Other:

SHIPPING ADDRESS (if hardware is needed and user is not at corporate):
   (Full address including building, room, attention-to)

SYSTEMS / APPLICATIONS THEY WILL USE
[ ] Microsoft 365 (Outlook, Teams, OneDrive) - standard, default yes
[ ] OPERA Cloud (hotel front desk) - which property:
[ ] Squirrel POS (F&B point-of-sale) - which venue and station:
[ ] Optimum Control (F&B inventory)
[ ] Adobe Acrobat - Standard or Pro:
[ ] FortiClient VPN (remote access)
[ ] Other (list):

EMAIL / DISTRIBUTION LISTS
Email aliases the user should also receive at (if any):
Distribution lists to add the user to:
Shared mailboxes the user needs access to:

ADDITIONAL NOTES
(Anything unique - "Will be travelling between properties,"
"Needs admin rights on local workstation," etc.)

APPROVAL
Approved by (manager):
👥  Why "copy access from" matters
Argus IT works off a reference-user model. Tell us "copy access from Jane Doe" and we mirror her shared folders, mapped drives, distribution lists, and most permissions in one go — instead of hours of back-and-forth about every single resource.
💡 Brand-new role with no precedent? Say so — we'll build the access profile manually with the manager.
🚫  Common mistakes
  • "Same access as everyone else" — there's no single "everyone else" set. Always name a specific person.
  • No manager approval — new hires need confirmation from the hiring manager or HR.
  • Last-minute requests — submit at least 3 business days before the start date; hardware and specialty software can take longer.
  • Missing shipping address — the #1 cause of hardware delays.
✅  What happens next
1
Ticket received and triaged — missing info gets a reply asking for it.
2
The account is created (M365 + on-prem AD).
3
Access is mirrored from the reference user.
4
Hardware is ordered or assigned if requested.
5
Credentials go to the manager (NOT the new user) the day before start date.
6
On the start date, the user gets a welcome email with first-login instructions.
🔗  Related
User Off-Boarding Request · How to Request File or Folder Access (KB-30003) · Setting Up Microsoft Authenticator on a New Phone
ArgusIT KB# 30001 · Tags: onboarding · new-user · new-hire · hr · account-creation