1. Set up HR Sync
Connect your HR system to Primo to automatically sync employee data, trigger onboarding and offboarding workflows, and keep your employee directory up to date. If you don’t use an HR system, you can import employees via CSV.
2. Understand onboarding settings
A tour of the Onboarding tab in Employees > Settings: the ticket defaults applied to every onboarding, the steps each onboarding runs, and the controls every step shares.
3. Understand offboarding settings
A tour of the Offboarding tab in Employees > Settings: when Primo revokes SaaS access and schedules device actions relative to an employee’s last day.
What you can do
- Sync employees, teams, managers, and start and end dates from one or several HR systems.
- Open an onboarding ticket for every new hire, then provision email, SaaS accounts, and equipment before day one.
- Let the Equipment Agent pick, agree, and order the new hire’s device.
- Revoke SaaS access and schedule device actions relative to an employee’s last day.