New Employee Onboarding Information Request
About this template
This request template gathers the practical information needed to coordinate a new employee’s onboarding. It covers role and contact details, work location and schedule, equipment and systems access, workspace needs, training, policy acknowledgements, and welcome communications.
Who it’s for
- HR teams coordinating employee onboarding
- Hiring managers preparing for a new team member
- IT teams arranging devices and system access
- Office or workplace teams preparing desks, badges, and parking
- Organizations coordinating first-week training and introductions
When to use it
- When a new employee’s start date has been planned
- Before ordering equipment or setting up software access
- When a role requires workspace, badge, parking, or ergonomic arrangements
- Before scheduling orientation, required training, and first-week meetings
- When onboarding contacts need one place to share setup requirements
Customization tips
- Add your organization’s standard equipment options and approved device models.
- Replace software options with the systems and permission levels used by your teams.
- Include location-specific workspace, building access, and parking choices.
- Add required onboarding courses, certifications, and policy acknowledgements.
- Clarify internal submission deadlines based on the employee’s planned start date.
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
New Employee Onboarding Information Request
Employee and role details
Share the core information we need to plan the employee’s first day.
Enter the name they will use at work.
Include this if an email address has already been assigned.
Use the employee’s planned title.
This helps us tailor access, equipment, and onboarding activities.
Select the employee’s first working day.
Include the manager’s name and title.
Name the person coordinating onboarding questions and paperwork.
Name the person who can help with device and access setup.
Work arrangement and schedule
Tell us where and when the employee will be working.
Choose the arrangement planned for this role.
Include the regular office or site when applicable.
Include regular days, hours, time zone, and any planned flexibility.
Equipment, software, and access
Help us make sure the employee has the tools they need from day one.
Select all equipment that should be prepared.
Share model preferences, quantities, or other equipment details.
Select all systems the employee should be set up to use.
List the systems, teams, shared folders, or permission levels needed. Please do not include passwords or access codes.
Workspace and accessibility
Share any arrangements needed for a comfortable, productive start.
Select all that apply to the employee’s usual workspace.
Only provide what is needed to prepare appropriate support; avoid unnecessary medical details.
Training and first-week plan
Outline the learning, introductions, and priorities that will help the employee get started.
Include any courses, certifications, or orientation sessions to schedule.
Share the people or teams who should be included in introductions.
Describe the most important outcomes for the employee’s first week.
Policies and welcome communication
Let us know what should be shared with the employee before and during onboarding.
Select the policies the employee should receive and acknowledge.
Include anything you would like communicated before the employee’s first day.
Upload role descriptions, training plans, policy documents, workspace details, or other helpful materials.
