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How do you document the local environment setup process for newly hired software engineers?

March 6, 2026·2 min read·Employee Onboarding Documentation

Document the local environment setup with a step-by-step guide that covers prerequisite installations, repository cloning, environment variable configuration, dependency installation, database setup, and verification steps. Include exact commands, expected outputs, and troubleshooting for common errors. A new engineer should go from a fresh laptop to a running development environment in under 2 hours.

What should a local setup guide include?

SectionContentsExample
PrerequisitesRequired software versionsNode 18+, Docker, Git, VS Code
Access requestsGitHub org, AWS, CI/CD, Slack channels"Request access from IT using [this form]"
Repository setupClone, branch strategy, directory structuregit clone git@github.com:org/repo.git
Environment variables.env file template with all required varsCopy .env.example, fill in values from 1Password
DependenciesPackage manager and install commandspnpm install or npm install
Database setupLocal DB creation, seed datadocker-compose up -d && pnpm db:seed
Run the appStart command and expected outputpnpm dev → "Server running on localhost:3000"
VerificationSmoke test to confirm everything works"Visit localhost:3000, log in with test credentials"
TroubleshootingTop 5 setup errors and fixes"Port 3000 in use: kill the process or use port 3001"

How do you keep this guide accurate?

The local setup guide goes stale faster than any other document because dev environments change frequently. Three practices:

  1. Test with every new hire — When a new engineer follows the guide, they report every step that fails or is unclear. Fix immediately.
  2. Automate what you can — Setup scripts (./setup.sh) reduce manual steps and documentation drift
  3. Record browser-based setup with Glyde for web tools (GitHub, CI/CD dashboards, AWS console) and keep terminal commands in the written guide

This answer is part of our guide to employee onboarding documentation.

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