Ask a technician how long it takes to set up a new employee and you will hear "about an hour". Time it and you will find closer to four, spread across a week of small tasks, chasers and fixes. Automating it is one of the highest-return projects a small IT team can take on.

Map the manual version first

Write down every step from the moment HR says "we hired someone" to the person being productive: the account, licences, groups, mailbox, MFA enrolment, laptop imaging, applications, shared drives, phone system, building access, and the welcome email. Most teams find 25 to 40 steps.

Pick the trigger

The best trigger is the HR system creating the employee record. If you do not have an HR system, a simple form the hiring manager fills in works. The point is that IT never has to be told twice.

Automate the account layer

A script or workflow tool creates the user in Entra ID (or Google Workspace), sets the display name and job title, assigns licences based on department, adds the right groups, and enables MFA registration. This is the part that saves the most time and prevents the most mistakes.

Automate the device layer

With Windows Autopilot or Apple Business Manager, a laptop shipped straight from the supplier configures itself when the new starter signs in: apps, policies, security settings and all. Nobody in IT touches it.

Automate the human layer

The workflow sends the manager a checklist, the new starter a welcome email with their first-day instructions, and IT a ticket for anything that genuinely needs a person, such as a specialist application.

Do offboarding at the same time

The same workflow in reverse, triggered by a leaving date, disables the account, revokes sessions, converts the mailbox, reassigns files and wipes the device. Offboarding is a security control, not an admin task, and automating it means it never gets missed.

What it costs and returns

A typical build is two to four weeks of effort. For a company hiring 40 people a year, saving three and a half hours per hire returns that in the first year, before counting fewer mistakes and a better first day. Onboarding and offboarding are part of every managed IT support plan, and our automation service can build this workflow for you.