The new remote employee who starts without the right equipment, waiting days for a laptop or a monitor that was not ordered in time, loses their first impression of the organisation before they have attended a single meeting.
IT equipment provisioning for remote and hybrid employees is the operational backbone of distributed work. When it runs well, new employees have everything they need on their first day — laptop configured, accounts set up, peripherals ready, and access confirmed. When it runs badly — and the process of requesting equipment, getting it approved, ordered, configured, and delivered is ad hoc rather than structured — the consequences compound: the employee is unproductive, IT is responding reactively, assets are unregistered, and the employee who leaves in six months has equipment that was never tracked and is never recovered. A structured IT equipment request process gives both the employee and the IT team a clear, consistent workflow: the employee knows exactly what to request, how to request it, and when to expect it; the IT team manages a prioritised queue, configures equipment to the corporate standard, registers every asset, and maintains the audit trail that hardware lifecycle management requires. This free checklist gives IT managers, IT support teams, and remote employees a structured framework for the full equipment request lifecycle.
Minimum spec for the role; 16GB RAM recommended for most professional work
External monitor
For ergonomic screen height; 24” minimum; 1080p minimum
Docking station / USB-C hub
Single-cable desk connection; connects monitor, keyboard, mouse, ethernet, and peripherals
Peripherals
Keyboard
External full-size keyboard; ergonomic option for high-typing roles
Mouse
Ergonomic mouse at elbow height
Webcam
1080p minimum; mounted at eye level
Headset or speakers/microphone
Clear audio for calls; noise-cancelling for noisy environments
Connectivity
Ethernet cable and adapter
For reliable wired connection (adapters needed for laptops without ethernet port)
Optional / Role-Specific
Second monitor
For roles requiring multi-screen work
UPS (power backup)
For roles in power-unstable environments or where work loss from outage is costly
High-spec graphics or audio equipment
Design, video, audio production roles
What the IT Equipment Request Process Checklist Covers
This checklist covers the full equipment request lifecycle in six phases — from the employee’s initial request through to asset registration. Both the employee and the IT team have clearly defined roles at each stage.
Phase 1
Phase 1: Equipment Request Submission (Employee)
Identify what equipment is needed — from the standard remote worker kit list (if the organisation maintains one) or from the requirements of the role and home office setup
Check what the organisation provides — is this a new employee request (covered by the standard onboarding kit) or an additional/replacement request?
Submit the request through the defined channel — IT helpdesk, service management portal, or defined request form; not informally by email or Slack
Include all required information — equipment needed, justification for any non-standard items, required date, delivery address, line manager for approval
Confirm the request has been received — IT acknowledges within 1 business day; if no acknowledgement received, chase
Phase 2
Phase 2: IT Review & Approval
Confirm the request is in scope — is the requested equipment covered by the standard kit or an approved standard? Is it within the employee’s entitlement?
For non-standard items: obtain line manager and IT manager approval — any equipment outside the standard kit requires justification and approval before procurement
Check asset inventory — is there a suitable item in stock that meets the requirement? IT should not procure new items when refurbished or available stock exists
Confirm budget — for non-standard or high-value items; cost centre confirmed and budget available
Communicate the decision to the employee — approved (with expected delivery timeline) or declined (with reasons and alternatives)
Phase 3
Phase 3: Procurement (Where Required)
Order the equipment — from the approved supplier list; at contracted rates where applicable; with the required delivery date confirmed
Use a PO or approved ordering process — not a personal purchasing card without approval; consistent with the organisation’s procurement policy
Track the order — expected delivery date logged; escalate if delivery is delayed and the employee has a start date
Phase 4
Phase 4: Equipment Configuration & Security Setup
A laptop shipped to a remote employee without configuration is a laptop that will take the employee hours to set up and will probably not meet the organisation’s security standards. Configuration before delivery is the IT team’s most important contribution to employee productivity on day one.
Configure the device — operating system installed and updated; corporate image applied if in use; device enrolled in MDM (Mobile Device Management)
Install required software — productivity suite, communication tools, VPN client, antivirus/EDR, required business applications
Security configuration — disk encryption enabled; screen lock configured; automatic OS and software updates enabled; firewall active
User account configured — or instructions for first-time setup provided; 2FA pre-enrolled where supported
Test the device — all applications launch; VPN connects; video conferencing works; printer/shared drives accessible
Phase 5
Phase 5: Delivery & Employee Setup Verification
Ship or deliver the equipment — with appropriate packing; tracked shipping; delivery to the confirmed address; employee notified of expected delivery date
Provide setup documentation — quick start guide, IT contact details, VPN setup instructions, first-login instructions, and security policy summary
Employee confirms receipt — and that the equipment is working correctly; IT support available for setup issues on day of delivery
Schedule a setup call for new employees — 30-minute IT orientation for all new starters; VPN, security, key applications, and IT support process explained
Phase 6
Phase 6: Asset Registration & Record-Keeping
Register the equipment in the asset register — make, model, serial number, purchase date, warranty expiry, cost, assigned employee, and delivery date
Assign to the employee in the HR/IT system — linked to the employee record; visible at offboarding so equipment can be recovered
Employee signs an asset acknowledgement — confirming receipt; that they understand the acceptable use policy; and that equipment must be returned on departure
Set warranty and review date alerts — warranty expiry and scheduled equipment refresh date (typically 3–4 years for laptops)
IT equipment requests managed by email — where each request is handled differently depending on who receives it — produce inconsistent outcomes and no visibility of queue status or backlog. CheckFlow’s equipment request process gives every request the same structured workflow, makes the queue visible to the IT team, and keeps the requesting employee updated on status.
2
Configuration checklist that ensures every device meets the security standard
A device shipped without disk encryption, without MDM enrolment, and without VPN configured is a security liability — not a productivity enabler. CheckFlow’s configuration phase is a required step before delivery can be confirmed, ensuring every device leaving IT is security-hardened to the organisation’s standard.
3
Asset registration that survives staff turnover
The IT asset that is assigned to an employee who left 18 months ago and was never recovered is found when the next hardware audit happens — too late to do anything about it. CheckFlow connects the asset registration step to the employee record at onboarding and ensures it appears on the offboarding checklist automatically.
IT equipment requests are typically triggered during employee onboarding. CheckFlow’s Remote Employee Onboarding Checklist covers the full new starter remote setup process. See the Remote Employee Onboarding Checklist →
Receiving the right IT equipment is only half the home office setup. CheckFlow’s Home Office Setup Checklist covers the ergonomic and physical workspace configuration. See the Home Office Setup Checklist →
What should an IT equipment request process include?
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An IT equipment request process covers six phases: request submission (employee identifies need, checks entitlement, submits through defined channel with all required information), IT review and approval (scope confirmation, non-standard approval, inventory check, budget confirmation, employee notification), procurement (ordered from approved supplier at contracted rates, delivery date tracked), configuration and security (OS and software installation, MDM enrolment, encryption, screen lock, VPN, user account, device testing), delivery and setup verification (tracked delivery, setup documentation, employee receipt confirmation, new employee setup call), and asset registration (asset register entry, employee assignment, acknowledgement signed, warranty and refresh date alerts).
What IT equipment should remote workers receive?
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A well-equipped remote worker typically receives: a laptop or desktop computer appropriate to their role’s technical requirements, an external monitor (for ergonomic screen height), a docking station or USB-C hub (for single-cable desk connectivity), external keyboard and mouse (for ergonomic positioning), a webcam (1080p minimum, for professional video presence), a headset or quality microphone (for clear call audio), and an ethernet cable and adapter (for reliable wired network connection). Role-specific additions may include a second monitor, specialist graphics or audio equipment, or a UPS for critical-role workers in power-unstable environments.
Why is MDM important for remote worker devices?
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Mobile Device Management (MDM) software allows the IT team to remotely manage, configure, and secure devices that are not on the corporate network. For remote workers, MDM enables: remote enforcement of security policies (screen lock, encryption, password requirements), remote software deployment and patching, remote wipe of a device that is lost or stolen, inventory visibility of all managed devices, and compliance reporting for security audits. Without MDM, remote devices operate outside IT governance — a significant security and compliance risk for any organisation.
How should IT equipment be recovered when an employee leaves?
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Equipment recovery at offboarding requires: a complete, accurate asset register that links every piece of equipment to the departing employee; a clear equipment return obligation documented in the employee’s asset acknowledgement signed at onboarding; a specific IT offboarding task that triggers at the point of resignation or termination; a prepaid return shipping label sent to remote employees with clear packing instructions; and confirmation of receipt and condition assessment before the departing employee’s IT record is closed.
Is CheckFlow free for this template?
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14-day free trial, no card required. The Business plan is $10 per user per month after the trial. Full details at checkflow.io/pricing.
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