> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getprimo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automate your onboardings

> Configure Primo to automatically handle the full onboarding journey — employee creation, email provisioning, SaaS access, and device enrollment — so every new hire starts on day one with everything they need.

<Info>
  **Prerequisite:** Automating onboardings requires your HR system to be connected so that Primo can detect upcoming arrivals and their start dates. See [Set up HR Sync](/employees/set-up-hr-sync).
</Info>

Once configured, onboardings are triggered automatically based on contract start dates. Each step below corresponds to a configuration step in **Settings > Onboardings**.

## Step 1 — Employee information

Configure how employee profiles are created.

**Processing options:**

* **Manually** — employee profiles are created manually by an admin.
* **Automatically process** ✦ Recommended — Primo automatically creates employee profiles from their HR data as soon as they appear in the sync.

## Step 2 — Email address

<Info>
  This step requires Google Workspace or Microsoft Entra to be connected, and the **email provider** toggle to be turned on. See [Connect your email provider](/saas/get-started/connect-email-provider).
</Info>

Configure how work email addresses are created for new employees.

### Email creation

Choose whether Primo should create the work email address:

* **Create with Primo** — Primo creates the email address in your connected provider (Google Workspace or Entra). If an email with the same address already exists, Primo will not create a duplicate.
* **Do not create** — email creation is handled outside of Primo.

### Password delivery

Choose who receives the employee's initial password:

* **Send to manager** — the manager defined on the employee profile receives the password.
* **Send to an admin** — a designated Primo administrator receives the password.
* **Send to employee** — the new employee receives the password directly.

### Scheduling

Choose how many days before the onboarding date email addresses should be created. Default: one week before at 07:00.

### Processing options

* **Manually** — email accounts are created manually by an admin.
* **Automatically process** ✦ Recommended — Primo automatically creates email accounts for employees with upcoming onboarding dates based on the schedule above.
* **Automatically skip** — email creation is skipped entirely for all onboardings.

## Step 3 — SaaS provisioning

Configure how SaaS application access is granted at onboarding.

### Scheduling

Choose how many days before the onboarding date accounts should be provisioned. Default: one day before at 18:00.

### AI suggestions

When enabled, Primo uses AI to suggest the right SaaS applications, groups, roles, and licences for each new employee based on their role, team, and manager.

### Processing options

* **Manually** — SaaS provisioning is handled manually by an admin.
* **Automatically process** ✦ Recommended — Primo automatically provisions onboarding employees in connected SaaS applications based on the schedule and rules above.
* **Automatically skip** — SaaS provisioning is skipped entirely for all onboardings.

## Step 4 — Equipment

Configure when equipment is ordered for, or assigned to, new employees.

<Info>
  **Coming soon:** Automatic equipment ordering is on the roadmap. Today, equipment assignment must be handled manually or skipped.
</Info>

**Processing options:**

* **Manually** — equipment is assigned manually by an admin.
* **Automatically skip** — the equipment step is skipped entirely for all onboardings.

## Step 5 — MDM enrollment

Configure whether employees are automatically enrolled in MDM at onboarding.

**Enroll employees in MDM invites** — when enabled, Primo automatically sends an MDM enrollment invitation to new employees on their onboarding date. Primo will resend the invitation every 7 days until the agent is installed.

<Info>
  For zero-friction day-one setup, combine MDM enrollment with Zero Touch Deployment — devices arrive pre-enrolled and ready to use. See [Zero Touch for Mac](/mdm/zero-touch/zero-touch-macs) or [Zero Touch for Windows](/mdm/zero-touch/zero-touch-windows).
</Info>

## Step 6 — Custom AI agents

*Coming soon* — Build custom AI agents that run at onboarding — automatically send a welcome Slack message, create a Notion onboarding page, open a Jira ticket, or trigger any workflow in your stack.

## Related articles

* [Set up HR Sync](/employees/set-up-hr-sync)
* [Automate your offboardings](/employees/automated-offboardings)
* [Rules (SaaS provisioning)](/saas/licence-provisioning)