How do you document the local environment setup process for newly hired software engineers?
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?
| Section | Contents | Example |
|---|---|---|
| Prerequisites | Required software versions | Node 18+, Docker, Git, VS Code |
| Access requests | GitHub org, AWS, CI/CD, Slack channels | "Request access from IT using [this form]" |
| Repository setup | Clone, branch strategy, directory structure | git clone git@github.com:org/repo.git |
| Environment variables | .env file template with all required vars | Copy .env.example, fill in values from 1Password |
| Dependencies | Package manager and install commands | pnpm install or npm install |
| Database setup | Local DB creation, seed data | docker-compose up -d && pnpm db:seed |
| Run the app | Start command and expected output | pnpm dev → "Server running on localhost:3000" |
| Verification | Smoke test to confirm everything works | "Visit localhost:3000, log in with test credentials" |
| Troubleshooting | Top 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:
- Test with every new hire — When a new engineer follows the guide, they report every step that fails or is unclear. Fix immediately.
- Automate what you can — Setup scripts (
./setup.sh) reduce manual steps and documentation drift - 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.