Office Email Account Setup ( ADMIN )

This checklist outlines the steps required to set up an office email account for new employees, ensuring they have the necessary access and tools to communicate effectively within the organization.

• Gather Employee Information

  Collect the new employee's full name, job title, department, and start date to ensure accurate account creation.

• Create Email Account

  Using the organization’s email system, create a new email account with the standard naming convention (e.g., [email protected]).

• Set Up Email Forwarding (if necessary)

  Configure email forwarding options for the new account if the employee is transitioning from another department or role.

• Configure Email Signature

  Set up a default email signature that includes the employee's name, title, and contact information.

• Test Email Account

  Send a test email to and from the new account to ensure it is functioning correctly and the employee can send/receive emails.

• Provide Access Instructions

  Prepare and deliver instructions to the new employee on how to access their email account, including any necessary login credentials.

• Inform IT Support

  Notify the IT support team that the new email account has been created and is ready for use.