---
status: template
playbook-section: 60
title: "Staff Onboarding Checklist (Data Access & Security)"
last-reviewed: "[FILL IN: YYYY-MM-DD]"
---

# Staff Onboarding Checklist (Data Access & Security)

> **Template status** — fill every `[FILL IN: …]` marker before use.

> **Not code-enforced** — this checklist documents HR and operational controls. Access provisioning, policy acknowledgement, and training completion are tracked outside the application codebase by `[FILL IN: HR system / identity provider / ticketing tool]`. The consumer is responsible for integrating this checklist into their onboarding workflow.

---

## 1. Purpose & Scope

This checklist ensures that every new employee, contractor, or third-party with access to `[FILL IN: organisation name]`'s systems completes the required security, privacy, and data-access steps before handling personal data.

**Owner:** `[FILL IN: role — e.g., HR / People Ops + Engineering Lead]`

---

## 2. Before First Day

| #   | Task                                                                                                 | Owner                 | Done |
| --- | ---------------------------------------------------------------------------------------------------- | --------------------- | ---- |
| 1   | Role-based access list agreed with hiring manager                                                    | `[FILL IN: e.g., HR]` | ☐    |
| 2   | Identity-provider account created (IdP: `[FILL IN: provider name]`)                                  | `[FILL IN: e.g., IT]` | ☐    |
| 3   | Device provisioned and MDM-enrolled (see [`device-policy.template.md`](./device-policy.template.md)) | `[FILL IN:]`          | ☐    |
| 4   | NDA / data-processing agreement signed                                                               | `[FILL IN: e.g., HR]` | ☐    |
| 5   | Emergency contact and DPO contact shared with new hire                                               | `[FILL IN: e.g., HR]` | ☐    |

---

## 3. Day 1 — Security & Privacy Orientation

| #   | Task                                                                                                                        | Owner                        | Done |
| --- | --------------------------------------------------------------------------------------------------------------------------- | ---------------------------- | ---- |
| 1   | Complete data-protection / GDPR awareness training: `[FILL IN: course name / platform]`                                     | New hire                     | ☐    |
| 2   | Read and acknowledge: Acceptable Use & Device Policy (see [`device-policy.template.md`](./device-policy.template.md))       | New hire                     | ☐    |
| 3   | Read and acknowledge: Password & Authentication Policy (see [`password-policy.template.md`](./password-policy.template.md)) | New hire                     | ☐    |
| 4   | Set up MFA on IdP account: `[FILL IN: MFA method + instructions URL]`                                                       | New hire + IT                | ☐    |
| 5   | Access production systems: `[FILL IN: systems list]` granted at minimum-privilege level                                     | `[FILL IN: e.g., IT / Lead]` | ☐    |

---

## 4. First Week — System Access Provisioning

| #   | System / tool                          | Access level                          | Approver                      | Done |
| --- | -------------------------------------- | ------------------------------------- | ----------------------------- | ---- |
| 1   | `[FILL IN: e.g., GitHub org]`          | `[FILL IN: e.g., member / write]`     | `[FILL IN: engineering lead]` | ☐    |
| 2   | `[FILL IN: e.g., Payload CMS admin]`   | `[FILL IN: e.g., editor / admin]`     | `[FILL IN:]`                  | ☐    |
| 3   | `[FILL IN: e.g., cloud console]`       | `[FILL IN: e.g., read-only / scoped]` | `[FILL IN:]`                  | ☐    |
| 4   | `[FILL IN: e.g., monitoring / Sentry]` | `[FILL IN: e.g., member]`             | `[FILL IN:]`                  | ☐    |
| 5   | `[FILL IN: e.g., HR / payroll system]` | `[FILL IN:]`                          | `[FILL IN:]`                  | ☐    |
| 6   | `[FILL IN: any other system]`          | `[FILL IN:]`                          | `[FILL IN:]`                  | ☐    |

---

## 5. First 30 Days — Compliance Acknowledgement

| #   | Task                                                                                            | Done |
| --- | ----------------------------------------------------------------------------------------------- | ---- |
| 1   | Confirm receipt of this organisation's privacy notice (staff version)                           | ☐    |
| 2   | Complete any role-specific data-handling training: `[FILL IN: e.g., PCI / HIPAA if applicable]` | ☐    |
| 3   | 30-day check-in with manager on access requirements (reduce if not needed)                      | ☐    |

---

## 6. Record-Keeping

Completed checklists are stored in `[FILL IN: location — e.g., HR system / personnel file]` and retained for `[FILL IN: e.g., the duration of employment + 2 years]`.

---

## 7. Review Cycle

This checklist is reviewed `[FILL IN: frequency — e.g., annually or when systems change]`. The next scheduled review is `[FILL IN: YYYY-MM-DD]`.
