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How do you document IT security protocols for new remote hires?
March 6, 2026·2 min read·SOPs by Role and Use Case
Document IT security protocols by recording each setup step — VPN configuration, MFA enrollment, password manager setup, and endpoint security installation — using a workflow capture tool. Create separate guides for each protocol. Include the guide links in the onboarding checklist so new hires can complete security setup independently on their first day, regardless of time zone.
What security protocols should you document?
| Protocol | Guide Content | Priority |
|---|---|---|
| Password manager setup | Install, create account, import company credentials | Day 1 |
| MFA enrollment | Set up authenticator app, register backup codes | Day 1 |
| VPN configuration | Download client, import config, test connection | Day 1 |
| Endpoint security | Install antivirus, enable disk encryption, configure firewall | Day 1 |
| Email security | Recognize phishing, report suspicious emails, use encryption | Week 1 |
| Data handling | Where to store sensitive files, what not to share externally | Week 1 |
| Device policy | Screen lock settings, approved software list, USB restrictions | Week 1 |
| Incident reporting | How to report a security incident or lost device | Week 1 |
How do you make these guides foolproof for remote hires?
- Screenshot every screen — Use Glyde to capture each step automatically
- Include expected results — "After connecting, you should see a green shield icon in the menu bar"
- Add troubleshooting tips — "If the VPN fails to connect, restart your computer and try again"
- Test on a clean machine — Have someone follow the guide on a new laptop before distributing
- Organize in a security checklist — New hire checks off each completed protocol
What is the onboarding security checklist format?
| Step | Guide Link | Estimated Time | Verified By |
|---|---|---|---|
| Set up password manager | [Link to guide] | 10 minutes | Self |
| Enroll in MFA | [Link to guide] | 5 minutes | Self |
| Configure VPN | [Link to guide] | 15 minutes | IT admin verifies connection |
| Install endpoint security | [Link to guide] | 20 minutes | IT admin verifies status |
| Complete security training | [Link to training] | 30 minutes | HR tracks completion |
This answer is part of our guide to SOPs by role and use case.