> ## Documentation Index
> Fetch the complete documentation index at: https://hc.saas-manager.biz.nuro.jp/llms.txt
> Use this file to discover all available pages before exploring further.

# 3-1. Configure a Workflow for New Employee Onboarding

> Learn how to configure a workflow for new employee onboarding (provisioning).

<Info>
  **Required permission for this service:** This feature requires **Admin** or **Automation Manager** permission.
  **SaaS status:** The target SaaS must be connected and integrated with administrator privileges (including API access) required for account creation and deletion.
</Info>

This page explains how to configure a workflow that automatically provisions SaaS accounts when a new employee joins. It also explains how to send notifications via Slack or email.

#### Configuration flow

After completing [prerequisites](/en/it-management/workflows/90k8f1lee0-workflows), configure the workflow in three main steps:

1. [**Pre-configure automation (mapping)**](/en/it-management/workflows/ms4wo45v27-admina-automation-wic): Configure the mapping with connected services.
2. Create and publish the workflow: Set the workflow conditions and activate the workflow you created.
3. Notification: Check the notification delivered via your chosen method ([Slack](/en/it-management/workflows/ygzni03g1c-admina-automation-wic-ggx) or Email).

<h4 id="new-employee-onboarding-steps">
  Steps to configure new employee onboarding
</h4>

1. Go to **Automation** > **\[Create automation]**. A list of automation templates appears. Select **"New employee onboarding"** from the list.

<img src="https://mintcdn.com/admina-sbn/hYUXyIzBSlCoxR5W/images/it-management/ygzni03g1c/2026-07-06-23-02-47.png?fit=max&auto=format&n=hYUXyIzBSlCoxR5W&q=85&s=f6eb9f19d1f3631d0e383f0a3d32ff62" alt="Automation template list with New employee onboarding selected" width="868" height="1170" data-path="images/it-management/ygzni03g1c/2026-07-06-23-02-47.png" />

2. On the **"provision"** builder screen, click **"1. A new employee was added"**.

   <img src="https://mintcdn.com/admina-sbn/LLQ8yW8IwmV6hfAn/images/it-management/ygzni03g1c/2026-02-12-18-24-47.png?fit=max&auto=format&n=LLQ8yW8IwmV6hfAn&q=85&s=9a33e9ad5f0e09f4d4eb31556f64c4d7" alt="Builder screen" width="1610" height="1210" data-path="images/it-management/ygzni03g1c/2026-02-12-18-24-47.png" />

3. Set the workflow trigger conditions (contract start date, employee type) and the execution schedule.

   Example: Target employees with a start date of February 1, 2026, who run indefinitely (employment type: full-time). Provisioning is issued 1 day before the start date.

   Values: `Contract start date: > After, 2026/02/01 | Employment type: Full-time | Execution schedule: < Before, 1, Day`

   <img src="https://mintcdn.com/admina-sbn/LLQ8yW8IwmV6hfAn/images/it-management/ygzni03g1c/2026-02-12-18-28-56.png?fit=max&auto=format&n=LLQ8yW8IwmV6hfAn&q=85&s=defbd62a3c6d5bcfbd74b6df5265aa18" alt="Condition settings screen" width="1774" height="946" data-path="images/it-management/ygzni03g1c/2026-02-12-18-28-56.png" />

   | Item                           | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
   | ------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
   | **Contract start date**        | Select \[Any date / Custom date] and pick a date from the calendar. When you select a custom date, the specified date itself is excluded. Choose from the dropdown: `Within / Before / After`. "Within" specifies a date range.                                                                                                                                                                                                                                                         |
   | **\[+ Add another condition]** | You can add conditions for employee type / employee status / department. You can also add conditions for job title / work location / manager ID. You can also add conditions for company name / alternate email / display name / first name / last name. You can also add conditions for email address / employee number / notes / number of services / number of devices. You can also add conditions for [`custom fields`](/en/it-management/workflows/rdeflerejh-automation-custom). |
   | **Execution schedule**         | Select `[number][day/week][After / Before / Date]` from the dropdown. This sets when the workflow runs relative to the contract start date.                                                                                                                                                                                                                                                                                                                                             |

4. Click **"2. Data mapping"**.

   Configure where to retrieve data from and how to transform it.

   <img src="https://mintcdn.com/admina-sbn/LLQ8yW8IwmV6hfAn/images/it-management/ygzni03g1c/2026-02-12-18-37-03.png?fit=max&auto=format&n=LLQ8yW8IwmV6hfAn&q=85&s=7bd3e027129200ac69a0f8ae0249fb90" alt="Data mapping screen" width="1800" height="1246" data-path="images/it-management/ygzni03g1c/2026-02-12-18-37-03.png" />

   | Item              | Description                                                                                                                                                              |
   | ----------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
   | **Target**        | Currently, only "identity" is available.                                                                                                                                 |
   | **Field mapping** | Define transformation rules from the data source to the target fields. You can also configure [custom fields](/en/it-management/workflows/rdeflerejh-automation-custom). |

5. Click **"Parallel execution"** and add the services to include in the workflow.

   1. Click **\[+ Add another service]**.

      <img src="https://mintcdn.com/admina-sbn/LLQ8yW8IwmV6hfAn/images/it-management/ygzni03g1c/2026-01-14-9-00-04.png?fit=max&auto=format&n=LLQ8yW8IwmV6hfAn&q=85&s=73f954c5fddf18600d56926c7e1496ae" alt="Add another service" width="574" height="208" data-path="images/it-management/ygzni03g1c/2026-01-14-9-00-04.png" />

   2. Select a service displayed under **"Provisioning"**.

      The services shown under "Provisioning" are those you [pre-configured (mapped)](/en/it-management/workflows/ms4wo45v27-admina-automation-wic).

      To add multiple services to the workflow, turn on **"Multiple selection"**.

      <img src="https://mintcdn.com/admina-sbn/LLQ8yW8IwmV6hfAn/images/it-management/ygzni03g1c/2026-01-14-9-09-12.png?fit=max&auto=format&n=LLQ8yW8IwmV6hfAn&q=85&s=e7562497c5481a4e8bce025da64162e3" alt="Provisioning selection" width="572" height="464" data-path="images/it-management/ygzni03g1c/2026-01-14-9-09-12.png" />

   3. On the **"Parallel execution"** screen, click a selected service to open its **"Settings"** panel on the right.

      Select the workspace name from the **"Service settings - Workspace name"** dropdown.

      To configure multiple services, use **\[+ Add another service]**.

      <img src="https://mintcdn.com/admina-sbn/LLQ8yW8IwmV6hfAn/images/it-management/ygzni03g1c/2026-02-12-18-39-07.png?fit=max&auto=format&n=LLQ8yW8IwmV6hfAn&q=85&s=66b7aef157f63bc061b3761f0dd8bd76" alt="Service settings screen" width="1758" height="1166" data-path="images/it-management/ygzni03g1c/2026-02-12-18-39-07.png" />

6. Click **"Notification"**.

   1. Click **\[+ Add another notification]**.

      <img src="https://mintcdn.com/admina-sbn/LLQ8yW8IwmV6hfAn/images/it-management/ygzni03g1c/2026-01-14-9-26-12.png?fit=max&auto=format&n=LLQ8yW8IwmV6hfAn&q=85&s=b0db8c85f7ef1e9c26ff7cafd08b9433" alt="Add notification" width="584" height="210" data-path="images/it-management/ygzni03g1c/2026-01-14-9-26-12.png" />

   2. On the **"Message"** screen, select the notification method: **Slack** or **Email**.

      To configure multiple notifications, turn on **"Multiple selection"**.

      For Slack setup steps, see [Steps to configure Slack notifications](#slack).

      <img src="https://mintcdn.com/admina-sbn/LLQ8yW8IwmV6hfAn/images/it-management/ygzni03g1c/2026-01-14-9-27-52.png?fit=max&auto=format&n=LLQ8yW8IwmV6hfAn&q=85&s=5f1e59036e1314a50b0e5369b928a8ae" alt="Message selection screen" width="574" height="360" data-path="images/it-management/ygzni03g1c/2026-01-14-9-27-52.png" />

   3. On the **"Notification"** screen, click a selected message to open its **"Settings"** panel on the right.

      <img src="https://mintcdn.com/admina-sbn/LLQ8yW8IwmV6hfAn/images/it-management/ygzni03g1c/2026-01-14-10-44-51.png?fit=max&auto=format&n=LLQ8yW8IwmV6hfAn&q=85&s=330e5250e40b39dad5bf3d0611612dae" alt="Notification settings screen" width="1624" height="932" data-path="images/it-management/ygzni03g1c/2026-01-14-10-44-51.png" />

7. After all settings are complete, all checks in the builder turn green. Click **\[Publish]** or **\[Dry Run]**.

   <img src="https://mintcdn.com/admina-sbn/EDepliO7LolMf-Gf/images/it-management/ygzni03g1c/1783637830086-automatio.png?fit=max&auto=format&n=EDepliO7LolMf-Gf&q=85&s=4c59fada5bc42df8537e9ad4a19b4c7e" alt="Publish button" width="1520" height="1338" data-path="images/it-management/ygzni03g1c/1783637830086-automatio.png" />

8. The **"Confirm workflow automation settings"** screen appears. Enter the automation name and click **\[Publish]**.

   Note: You cannot use a name that is already registered.

   <img src="https://mintcdn.com/admina-sbn/LLQ8yW8IwmV6hfAn/images/it-management/ygzni03g1c/2026-02-12-18-48-51.png?fit=max&auto=format&n=LLQ8yW8IwmV6hfAn&q=85&s=017731c8a75b5dc9263e9aa5a34ae84f" alt="Automation name input" width="814" height="1184" data-path="images/it-management/ygzni03g1c/2026-02-12-18-48-51.png" />

9. When **"Workflow has been published"** appears, click **\[OK]**.

<img src="https://mintcdn.com/admina-sbn/LLQ8yW8IwmV6hfAn/images/it-management/ygzni03g1c/2025-07-14-14-20-38.png?fit=max&auto=format&n=LLQ8yW8IwmV6hfAn&q=85&s=ede3a3d997b7a81f5d27f1210f63b670" alt="Workflow published" width="658" height="598" data-path="images/it-management/ygzni03g1c/2025-07-14-14-20-38.png" />

<h4 id="slack">
  Steps to configure Slack notifications
</h4>

1. From screen ⑤-(C) in the [new employee onboarding steps](#new-employee-onboarding-steps), the **"Connect notification bot"** screen appears. Click **\[Connect bot]**.

   <img src="https://mintcdn.com/admina-sbn/LLQ8yW8IwmV6hfAn/images/it-management/ygzni03g1c/2026-01-14-12-47-33.png?fit=max&auto=format&n=LLQ8yW8IwmV6hfAn&q=85&s=5c69ab4db58a9703dd73cb21e7de6f5c" alt="Connect bot" width="910" height="906" data-path="images/it-management/ygzni03g1c/2026-01-14-12-47-33.png" />

2. The **"Requesting permission to access the Slack workspace"** screen appears. Review the details and click **\[Allow]**.

   <img src="https://mintcdn.com/admina-sbn/hYUXyIzBSlCoxR5W/images/it-management/ygzni03g1c/2026-06-12-7-03-28.png?fit=max&auto=format&n=hYUXyIzBSlCoxR5W&q=85&s=d2cf497f7ba74c6c9cc072c66fd61833" alt="Screen requesting permission to access the Slack workspace" width="1920" height="1019" data-path="images/it-management/ygzni03g1c/2026-06-12-7-03-28.png" />

3. The **"Notification channels"** screen appears. Click **\[+ Add channel]**.

   <img src="https://mintcdn.com/admina-sbn/LLQ8yW8IwmV6hfAn/images/it-management/ygzni03g1c/2026-01-14-12-48-04.png?fit=max&auto=format&n=LLQ8yW8IwmV6hfAn&q=85&s=ffba4c121e8b1da0988f120a385a5d58" alt="Add channel" width="910" height="264" data-path="images/it-management/ygzni03g1c/2026-01-14-12-48-04.png" />

4. On the **"Select a Slack channel"** screen, specify the destination and click **\[Select]**.

   <img src="https://mintcdn.com/admina-sbn/LLQ8yW8IwmV6hfAn/images/it-management/ygzni03g1c/2025-07-14-8-52-08.png?fit=max&auto=format&n=LLQ8yW8IwmV6hfAn&q=85&s=bcdaab537cd7c6a3bf8aaa2db7efe21c" alt="Slack channel selection" width="652" height="444" data-path="images/it-management/ygzni03g1c/2025-07-14-8-52-08.png" />

5. Review the **"Notification channels"** screen and click **\[Save]**.

   <img src="https://mintcdn.com/admina-sbn/LLQ8yW8IwmV6hfAn/images/it-management/ygzni03g1c/2025-07-14-8-53-01.png?fit=max&auto=format&n=LLQ8yW8IwmV6hfAn&q=85&s=188ce3ea2fabd26ba0501a784edce5c5" alt="Save notification channel" width="862" height="498" data-path="images/it-management/ygzni03g1c/2025-07-14-8-53-01.png" />

#### Notification content

After configuration, the workflow runs on the scheduled date and sends a notification. For details on when workflows execute, see [**Workflow execution timing**](/en/it-management/workflows/n2msl3q9um-admina-automation).

#### Slack notifications

* **First-time connection notification:** A channel-added notification is sent to the specified Slack channel.

<img src="https://mintcdn.com/admina-sbn/hYUXyIzBSlCoxR5W/images/it-management/ygzni03g1c/2026-06-12-7-03-49.png?fit=max&auto=format&n=hYUXyIzBSlCoxR5W&q=85&s=6e60791d48478f8de38574780f8655cd" alt="Channel-added notification sent to a Slack channel on first connection" width="1920" height="157" data-path="images/it-management/ygzni03g1c/2026-06-12-7-03-49.png" />

* **Execution result notification:** On the configured execution schedule date, a notification is sent. The notification goes to the specified Slack channel.

<img src="https://mintcdn.com/admina-sbn/hYUXyIzBSlCoxR5W/images/it-management/ygzni03g1c/2026-06-12-7-03-56.png?fit=max&auto=format&n=hYUXyIzBSlCoxR5W&q=85&s=a65c27f5f829e69932dee213b0c72a8b" alt="Execution result notification message sent to a Slack channel" width="1630" height="360" data-path="images/it-management/ygzni03g1c/2026-06-12-7-03-56.png" />

For setup steps, see [Getting started with Automations](/en/it-management/workflows/90k8f1lee0-workflows).
