--- title: Configure Onboarding Workflow Automations slug: configure-onboarding-workflow-automations createdAt: 2026-09-11T08:15:24.053Z --- This article explains how to configure automated enrollment for onboarding workflows, which adds new hires to the correct workflow without manual intervention. It covers the three automation modes, how to configure automation conditions, and how to review and start a workflow when Automation With Review is enabled. :::hint{type="warning"} Ashby's People Ops module is currently available through restricted early access. The following documentation is provided for design partners participating in that program. ::: # Permissions and access Configuring onboarding workflow automations requires edit access to the relevant workflow template. :::hint{type="info"} Learn more about Ashby's People Ops permission sets: [Configure Permission Sets](docId:7apvU1qei2QWWO4SL6UOI). ::: # Configure workflow automations Automated enrollment adds employees to a workflow based on criteria you define. This reduces the need for manual enrollment and helps ensure you apply workflows consistently. Organizations commonly use automated enrollment to support New Hire Onboarding at scale. By default, Ashby disables workflow automations. To configure automations for a workflow: 1. Navigate to [Workflows](https://app.ashbyhq.com/people-ops/workflows). 2. Select `Automation` on the workflow in question. 3. Select `Configure`. ![Screenshot of the Onboarding Workflow Automation setup wizard showing the option to configure automation.](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/gXvDG29Ilh8CLWm51NLMl_screenshot2025-12-16at72320am.png) Within the **Onboarding Workflow Automation** setup wizard, you see three configuration options: ## No automation This setting keeps workflow automation disabled. People Ops Admins must manually enroll new hires in the appropriate workflow. To apply this setting: 1. Select `No Automation`. 2. Select `Continue`. 3. Select `Confirm`. ![Screenshot of the Onboarding Workflow Automation setup wizard with No Automation selected and the Continue button visible](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/MvkPbEpXsyIRacPHlkc_t_screenshot2025-12-16at74307am.png) ## Automation with review This setting automatically enrolls new hires in a workflow, but requires an admin to review the enrollment before workflow steps trigger. Select `Automation With Review`, then select `Continue`. ![Screenshot of the Onboarding Workflow Automation setup wizard with Automation With Review selected](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/R4b1Co1bMswdBqgGS9ADj_screenshot2025-12-16at74334am.png) ### Automation conditions Configure one of two automation conditions: - **Auto-Enroll All New Hires**: Automatically enrolls all new hires in the selected workflow. ![Screenshot of the automation conditions panel showing the Auto-Enroll All New Hires option selected](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/IEP1Plre4QFvyIzxy4mp7_screenshot2025-12-16at74513am.png) - **Custom Automation Rules**: Automatically enrolls new hires in the selected workflow only if they meet the conditions you specify. ![Screenshot of the automation conditions panel showing Custom Automation Rules with configurable condition fields](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/ODLy_2P6EPcpTsuwmWNDV_screenshot2025-12-16at74602am.png) Ashby evaluates these rules when a new hire's offer is accepted and the job consideration moves to the Hired stage. If the new hire meets the conditions, Ashby creates the new hire and enrolls them in the workflow. Because Automation With Review is enabled, admins must still review each enrollment from the [People Ops Home](https://app.ashbyhq.com/people-ops/home/onboarding) page before workflow steps trigger. After selecting `Auto-Enroll All New Hires` or configuring `Custom Automation Rules`, select `Continue`, then select `Confirm` to apply the Automation With Review settings. ### Review workflow When **Automation With Review** is enabled, navigate to the Needs Review section list on the [People Ops Home](https://app.ashbyhq.com/people-ops/home/onboarding) page and select `Review Workflow` for any new hire with a status of Awaiting Review. ![](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/k3B9LebIwrM306mrrJ343_home-ashby-2026-10-27-at-103500-am.jpg) Review the employee's details and custom fields, and confirm the workflow and its steps. After confirmig or updating this information, select `Start Workflow`. ![Screenshot of the workflow review screen showing employee details, custom fields, and the Start Workflow button](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/0mzCGGTKQq5U22hhbvF7I_screenshot2025-12-16at81006am.png) ## Full automation This setting automatically enrolls new hires in a workflow without any admin review. Workflow steps trigger automatically as soon as a new hire's offer is accepted and the job consideration moves to the **Hired** stage in Ashby Recruiting. Select `Full Automation`, then select `Continue`. ![Screenshot of the Onboarding Workflow Automation setup wizard with Full Automation selected](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/dBAmmI-V5SPxCfljoXH4j_screenshot2025-12-16at81704am.png) ### Automation conditions Configure one of two automation conditions: - **Auto-Enroll All New Hires**: Automatically enrolls all new hires in the selected workflow. ![Screenshot of the automation conditions panel showing the Auto-Enroll All New Hires option selected](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/IEP1Plre4QFvyIzxy4mp7_screenshot2025-12-16at74513am.png) - **Custom Automation Rules**: Automatically enrolls new hires in the selected workflow only if they meet the conditions you specify. ![Screenshot of the automation conditions panel showing Custom Automation Rules with configurable condition fields](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/ODLy_2P6EPcpTsuwmWNDV_screenshot2025-12-16at74602am.png) Ashby evaluates these rules when a job consideration moves to the Hired stage. If the new hire meets the conditions, Ashby creates the new hire and enrolls them in the workflow. After selecting `Auto-Enroll All New Hires` or configuring `Custom Automation Rules`, select `Continue`, then select `Confirm` to apply the Full Automation settings. # FAQs ### Can I enroll a new hire in more than one workflow? Yes. See [Enroll New Hires in Onboarding Workflows](docId\:lJOs22PR72IwGv0gSfd3d). ### Should I turn on Full Automation right away? We recommend starting with No Automation or Automation With Review for your first several new hires. This lets you confirm that steps, timing, and assignees are correct before removing the review step with Full Automation. ### What happens to a new hire already in progress if I change the workflow's automation mode? Nothing. Changes to a workflow's automation mode only apply to new hires enrolled after the change. Anyone already in progress continues under the automation mode that was active when they were enrolled.