This article helps you onboard a new employee to Microsoft 365 for business. We assume you're an Admin and you've already completed Microsoft 365 set up, and now you have someone new joining your company.
You're in the right place if your new employee needs Microsoft 365, and you're using a Microsoft 365 plan that lets you install apps in Microsoft 365, like Word and Excel, on a computer.
No Microsoft 365 productivity apps in your plan? Follow these steps, but skip the sections for installing apps. Instead, use the Get started at Microsoft365.com.
Let your employee know how to use OneDrive or any team sites in your organization.
Step 1: Create a Microsoft 365 account for the employee
For instructions, see Add users and assign licenses at the same time. When you set up your new employee, you can choose to send sign-in details to the employee's personal account. This way, they receive an email from Microsoft Online Service Team that tells them how to sign in to Microsoft 365.
Step 2: Give the employee their user ID and password
Unless you sent it to their personal email address, print the employee's sign in name and password, and hand it to them. Or tell them the information over the phone.
Because they won't yet have access to their email, don't send the information to that email address.
Step 3: Explain where to sign in
Just like Facebook, Amazon, or Gmail, your employee signs in to use Microsoft 365. Give them the following sign in information:
Once Microsoft 365 productivity apps are installed on your computer, set up your email. For instructions, see How to set up Outlook.
Set up Skype for Business so you can connect with coworkers or business partners in your company or around the world. You can start conversations with IM, voice, or video calls.
Have you set up Skype for Business so your employees can contact people external to your business who are using the free Skype app? If not, tell your new employee so they know what to expect when using Skype for Business.
Install apps on your mobile device if you want to get email or use Skype for Business on your phone.
If you want to set up the Outlook mobile app so you can get email via your phone. For instructions, see iOS, Android, Windows Phone
If you want to use Skype for Business on your mobile device, download and install the mobile app. For instructions, see iOS, Android, Windows Phone
Complete the OneDrive training to help you learn how to store and organize your documents, presentations, and spreadsheets in the cloud.
Keep your business-related documents in the cloud by using OneDrive. You can always get to your content, even if you're signed in to Microsoft 365 on a different computer. Watch a video to learn how to use your OneDrive
Demonstrate understanding of Microsoft 365, to deliver industry-leading productivity apps along with intelligent cloud services, and world-class security.