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Onboarding

IT and equipment setup request email template

Ask IT and facilities for laptops, accounts, badges, and access early enough that day one works.

HRTally Research Team
Updated October 15, 2026 · Written by US HR practitioners · Editorial standards

At a glance

  • Use it to: ask IT and facilities for laptops, accounts, badges, and access early enough that day one works.
  • When to send: As soon as the offer is accepted, and no later than five business days before the start date for laptops that need shipping.
  • Inside: 2 ready-to-edit versions (new hire setup request and role change or transfer request), 5 subject lines, and a printable PDF.
  • Compliance: low legal risk, but check names, dates, and links before you send.

When to use this template

Use this internal email to request equipment, system access, and facilities setup for a new hire, a transfer, or a role change. It goes to IT, facilities, and sometimes security. Most first-day disasters, such as no laptop, no email account, no building badge, come down to this request going out too late or missing details.

Send one complete request with the start date, role, manager, location, and a specific list of what's needed, rather than piecemeal asks. If you have an HR service delivery or ticketing tool, use it so the request can be tracked. If you are a small company without one, this email is your checklist.

The email templates

Copy either version, replace everything in [brackets], and read it once out loud before you send it. If it doesn't sound like you, change it.

Version 1

New hire setup request

SubjectSetup request: [New hire full name], starting [Date]
Hi [IT and facilities contacts],

We have a new hire starting soon. Please set up the following by [Date, at least two business days before the start].

Name: [Full legal name] (preferred name: [Preferred name])
Job title: [Title]
Team and manager: [Team], [Manager name]
Start date: [Date]
Work location: [Office and desk, or remote with shipping address on file]
Employment type: [Full time, part time, contractor]

Equipment: [Laptop model or standard build], [monitor, headset, phone, other]
Accounts: email, [Slack or Teams], [HRIS], [role-specific systems, such as CRM or finance tools]
Access level: [Same as role template, or specific permissions approved by Manager name]
Facilities: building badge, desk or locker, [parking permit]

Please confirm when each item is done, or tell me if anything can't be ready in time.

Thanks,
[HR contact]
[Company]
Version 2

Role change or transfer request

SubjectAccess change: [Employee full name], effective [Date]
Hi [IT contact],

[Employee full name] is moving from [Old role and team] to [New role and team], effective [Date].

Please:
- Add access to: [Systems and permission levels]
- Remove access to: [Systems they no longer need]
- Update manager in [Systems] to [New manager name]
- Move equipment or desk: [Details]

[New manager name] has approved these changes. Let me know if anything needs a separate approval.

[HR contact]

Subject lines to try

The subject line decides whether the email is opened today or next week. Keep it specific and short enough to read on a phone.

  • Setup request: [New hire full name], starting [Date]
  • New hire equipment and access for [Date]
  • Access change: [Employee full name], effective [Date]
  • Action needed by [Date]: new hire setup
  • IT setup for [Team] new hire

How to personalize it

  • Send the request as soon as the offer is accepted.
  • Include the preferred name for email and directory displays.
  • Specify access by role template so you don't over-grant permissions.
  • Ask IT to confirm completion by a set date.

Mistakes to avoid

  • Requesting access the role doesn't need.
  • Sending the request the Friday before a Monday start.
  • Forgetting to remove old access when someone changes roles.
  • Including sensitive data like Social Security numbers in the email.

When to send it

As soon as the offer is accepted, and no later than five business days before the start date for laptops that need shipping. Role changes should go out a week before the effective date. Many HRIS platforms, including Rippling, can trigger device and app provisioning automatically from the hire record.

Before you hit send

Run through this quick check. It takes a minute and catches most of the mistakes that cause follow-up emails.

  • The start date, time, and address match the offer letter and the manager's calendar.
  • Form I-9 instructions point to the official document list without naming specific documents.
  • The manager and the buddy have seen the message and know their part.
  • Portal links work from a personal email account, since the new hire has no company login yet.
  • Nothing asks a nonexempt new hire to do unpaid work before day one.

Where to go from here

Templates fix one email. The right process and software fix the whole workflow.

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Frequently asked questions

How far in advance should we request IT setup?
One to two weeks is ideal, especially for remote hires who need a shipped laptop. Five business days is a practical minimum.
Who approves system access?
The hiring manager should approve role-specific access, and sensitive systems like payroll or finance may need a second approval from the system owner.
What about contractors?
Use the same request, but limit access to what the contract requires and set an end date for automatic removal.

Written by the HRTally Research Team

Our guides are written and reviewed by people with hands-on US HR, payroll, and HR technology experience. Legal and tax facts are checked against primary sources, such as the Department of Labor, IRS, EEOC, and USCIS, and linked at the end of each guide. Vendors never review or pay for our editorial content.

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