SaaS New User Onboarding & Provisioning Form

SaaS New User Onboarding & Provisioning Made Simple

Setting up new users in your SaaS environment shouldn't mean chasing down IT tickets, waiting for approvals, or manually coordinating between HR, managers, and IT teams. This SaaS New User Onboarding & Provisioning Form brings structure and speed to your account creation process, ensuring every new hire gets the right access, tools, and licenses from day one.

Built for IT teams managing growing SaaS workforces

Whether you're an IT administrator, operations manager, or HR coordinator at a tech company, software startup, or any business relying on cloud-based tools, this form template handles the entire provisioning workflow in one place. Capture essential employee details, assign role-based access, select security groups, allocate software licenses, and route the request through manager approval—all without endless email threads or spreadsheet tracking.

The form uses conditional logic to show relevant access options based on department and role, ensuring requesters only see what matters to them. Once submitted, you can connect this form to Stepper (stepper.io) to automate downstream workflows: create accounts in your identity provider, send welcome emails, assign licenses in Microsoft 365 or Google Workspace, update your HRIS, and notify the new hire's manager—all triggered from a single submission.

Why Paperform for user provisioning?

Paperform combines a clean, professional form experience with powerful integrations and workflow capabilities. You can embed this form in your HR portal, link it from onboarding checklists, or share it directly with hiring managers. Submissions feed straight into your ticketing system, Slack channels, or project management tools, and with Papersign (papersign.com), you can even collect eSignatures on acceptable use policies or data handling agreements as part of the same flow.

Trusted by IT and operations teams worldwide, Paperform is SOC 2 Type II compliant and offers robust security controls, role-based permissions, and data residency options—perfect for businesses that take user access and compliance seriously. This template is ready to use out of the box, or you can customise fields, branding, and logic to match your specific SaaS stack and security policies.

Get new users up and running faster, reduce manual provisioning errors, and keep your IT team focused on strategic work instead of repetitive account setup.