This article helps you onboard a new employee to Office 365 for business. We assume you're an Admin and you've already completed Office 365 set up, and now you have someone new joining your company.
You're in the right place if your new employee needs Office 365, and you're using an Office 365 plan that lets you install Office apps like Word and Excel on a computer.
Not an admin? Learn your way around Office 365 helps business and home users with Office 365 set up.
No Office apps in your plan? Follow the steps below, but skip the sections for installing apps. Use the Online versions of Office instead.
Here's a quick overview:
|Step||Why do this?|
|Step 1: Create an Office 365 account for the employee||Each time a new employee joins your business, create an account for them so they can start using Office 365.|
|Step 2: Give the employee their Office 365 user ID and password||When you create an account, you'll get an ID and password that you can pass to your employee so they can sign in.|
|Step 3: Explain where to sign in to Office 365||The sign in location is https://www.office.com|
|Step 4: Help your employee get started||Let your employee know how to use OneDrive or any team sites in your organization.|
Step 1: Create an Office 365 account for the employee
For instructions, see Add users individually or in bulk to Office 365 - Admin Help. When you set up your new employee, you can choose to send Office 365 log in details to the employee's personal account. This way, they'll receive an email from Microsoft Online Service Team that tells them how to log in to Office 365.
Step 2: Give the employee their Office 365 user ID and password
Unless you sent it to their personal email address, print out the employee's Office 365 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 Office 365 email, don't send the information to that email address.
Step 3: Explain where to sign in to Office 365
Just like Facebook, Amazon, or Gmail, your employee signs in to use Office 365. Give them the following sign in information:
Sign in at https://www.office.com
Choose Sign in, then type the user ID and password.
Step 4: Help your employee get started
Share with them the Employee quick setup for Office 365 to sign in, install software, set up email, and more.
And here's a quick reference to help get them started:
|Task||Find the details|
|Sign in to Office||Go to https://www.office.com, choose Sign in, and then enter your Office 365 user ID and password.|
|Install Office apps onto your computer.
||When you sign in, the Office 365 home page has a link to download and install apps like Word and Outlook. Select Install Office 2016as shown in the following screenshot.
For instructions, see How to install Office.
|Set up your email in Outlook 2016 .||Once Office apps are installed on your computer, set up your email. For instructions, see How to setup Outlook.|
|Set up Skype for Business so you can connect with co-workers or business partners in your company or around the world. You can start conversations with IM, voice, or video calls.||Install Skype for Business on your computer.
To learn how to use Skype for Business, watch a video.
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 for Business 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 for Business. You can always get to your content, even if you're signed in to Office 365 on a different computer. Watch a video to learn how to use your OneDrive for Business
Training: OneDrive for Business training (Select OneDrive for Business).
|Complete the SharePoint Online training to help you collaborate with coworkers and share content.||The best place to keep documents that your coworkers will also access is in SharePoint Online.
Training: Video: Collaborate with team content using SharePoint Online
Find out: How is your organization using SharePoint Online, and what type of documents get stored there. Also, which documents are stored in OneDrive for Business.