> ## Documentation Index > Fetch the complete documentation index at: https://support.i.moneyforward.com/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). **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. 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).

Steps to configure new employee onboarding

1. Go to **Automation** > **\[Create automation]**. A list of automation templates appears. Select **"New employee onboarding"** from the list. Automation template list with New employee onboarding selected 2. On the **"provision"** builder screen, click **"1. A new employee was added"**. Builder screen 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` Condition settings screen | 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. Data mapping screen | 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]**. Add another service 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"**. Provisioning selection 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]**. Service settings screen 6. Click **"Notification"**. 1. Click **\[+ Add another notification]**. Add notification 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). Message selection screen 3. On the **"Notification"** screen, click a selected message to open its **"Settings"** panel on the right. Notification settings screen 7. After all settings are complete, all checks in the builder turn green. Click **\[Publish]** or **\[Dry Run]**. Publish button 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. Automation name input 9. When **"Workflow has been published"** appears, click **\[OK]**. Workflow published

Steps to configure Slack notifications

1. From screen ⑤-(C) in the [new employee onboarding steps](#new-employee-onboarding-steps), the **"Connect notification bot"** screen appears. Click **\[Connect bot]**. Connect bot 2. The **"Requesting permission to access the Slack workspace"** screen appears. Review the details and click **\[Allow]**. Screen requesting permission to access the Slack workspace 3. The **"Notification channels"** screen appears. Click **\[+ Add channel]**. Add channel 4. On the **"Select a Slack channel"** screen, specify the destination and click **\[Select]**. Slack channel selection 5. Review the **"Notification channels"** screen and click **\[Save]**. Save notification channel #### 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. Channel-added notification sent to a Slack channel on first connection * **Execution result notification:** On the configured execution schedule date, a notification is sent. The notification goes to the specified Slack channel. Execution result notification message sent to a Slack channel For setup steps, see [Getting started with Automations](/en/it-management/workflows/90k8f1lee0-workflows).