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

# Lifecycle Management Settings

<Info>
  Part of Lumos Launchpad: [Lifecycle Management](/launchpad/lifecycle-management), step 1.
</Info>

Lifecycle Management settings control when onboardings and offboardings run. In the Lumos UI, you can set universal onboarding and offboarding timing, schedule onboardings one-off, and edit scheduled onboardings.

## Universal settings

All onboardings and offboardings can be set to run automatically at times relevant to your company's operations. Here's what to decide on ahead of setup:

* **Onboarding**, ask yourself:

  * Do you want onboardings to be automatically triggered?
  * If so, should onboardings trigger off the account creation date or the employee's start date? With the start date trigger, you also choose the time of day and how many days *before* the start date. With the account creation trigger, onboardings run a set number of days after the account is created, at the time it was created.
  * Are there any groups of employees you'd like to exclude from this automatic onboarding trigger?
* **Offboarding**, ask yourself:

  * Do you want offboardings to be automatically triggered?
  * If so, do you want the offboarding to occur immediately after deactivation or after the employee's end date?
  * What apps should *always* be included in these offboardings?

Once you determine the above, if you're interested in automating the onboarding and/or offboarding process, proceed with the following:

1. Go to the Lifecycle Management tab in your UI

2. Click on Onboarding or Offboarding depending on which workflow you're targeting

3. Toggle ***on*** Onboarding and/or Offboarding, depending on your team's preference.

   <Frame>
     <img src="https://mintlify.s3.us-west-1.amazonaws.com/lumos-primary/images/kb/quick_start_guide/lifecycle_management/lifecycle-management-settings/aacd0e3bb58d-a84855c7-648f-4a4a-b3b3-115b7fbfa78d2F1741898438214-Screensh.png" alt="Screenshot 2025-03-13 at 11.12.19 AM.png" />
   </Frame>

4. From there, input your preferences on timing for the onboarding and/or offboarding, and any other specifications surrounding group membership.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/lumos-primary/images/kb/quick_start_guide/lifecycle_management/lifecycle-management-settings/6ae89765269c-a84855c7-648f-4a4a-b3b3-115b7fbfa78d2F1741198718970-Screensh.png" alt="Screenshot 2025-03-05 at 1.17.22 PM.png" />
</Frame>

Start Date and End Date can be mapped to attributes in your [Source of Truth settings page](https://app.lumosidentity.com/settings/source_of_truth):

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/lumos-primary/images/kb/quick_start_guide/lifecycle_management/lifecycle-management-settings/c805a618166f-a84855c7-648f-4a4a-b3b3-115b7fbfa78d2F1744207205047-Screensh.png" alt="Screenshot_2025-04-09_at_8_57_23 AM.png" />
</Frame>

For "Apps to Include," you'll see 3 options:

1. Approved Apps
2. Apps with App Admins
3. Select Specific Apps \< **this is best to utilize for testing, not long term offboarding management**

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/lumos-primary/images/kb/quick_start_guide/lifecycle_management/lifecycle-management-settings/f8db87003c8b-a84855c7-648f-4a4a-b3b3-115b7fbfa78d2F1742408237088-Select_S.png" alt="Select_Specific_Apps.png" />
</Frame>

5. The settings save automatically and apply to your company's next onboarding or offboarding.

## Offboarding triggers

There are two available auto-offboarding triggers, **Immediately After Deactivation** and **After End Date**:

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/lumos-primary/images/kb/quick_start_guide/lifecycle_management/lifecycle-management-settings/14659870c7d6-a84855c7-648f-4a4a-b3b3-115b7fbfa78d2F1751399591193-Screensh.png" alt="Screenshot 2025-07-01 at 2.51.43 PM.png" />
</Frame>

**Immediately after Deactivation** will trigger an offboarding when a user's Status (synced to a user from their [User Source](/kb/appstore/source-of-truth/importing-user-sources) app) is updated to "Inactive" and/or "Suspended" in Lumos, as shown below.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/lumos-primary/images/kb/quick_start_guide/lifecycle_management/lifecycle-management-settings/8f67ff1654a7-a84855c7-648f-4a4a-b3b3-115b7fbfa78d2F1751400001918-Screensh.png" alt="Screenshot 2025-07-01 at 2.59.48 PM.png" />
</Frame>

**After End Date** will reference the user's End Date attribute (configured in the Default Attributes in the [Source of Truth](https://app.lumosidentity.com/settings/source_of_truth)) to trigger an offboarding, as shown below.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/lumos-primary/images/kb/quick_start_guide/lifecycle_management/lifecycle-management-settings/78cee1b0f5f4-a84855c7-648f-4a4a-b3b3-115b7fbfa78d2F1751407136420-Screensh.png" alt="Screenshot 2025-07-01 at 4.56.34 PM.png" />
</Frame>

## Scheduling onboardings

In addition to automatic onboardings, you can schedule user onboardings one-off.

1. Go to the Identities tab
2. Click **Onboard** on the user's row
3. You'll be able to specify a date and time in your (the Admin's) local timezone

   <Frame>
     <img src="https://mintlify.s3.us-west-1.amazonaws.com/lumos-primary/images/kb/quick_start_guide/lifecycle_management/lifecycle-management-settings/a6e997502744-a84855c7-648f-4a4a-b3b3-115b7fbfa78d2F1741199487614-Screensh.png" alt="Screenshot 2025-03-05 at 1.27.56 PM.png" />
   </Frame>

## Editing scheduled onboardings

After you click **Schedule Onboarding**, you *can* still edit the timing. Follow these steps:

1. Navigate to the Employee Lifecycle > Onboarding tab
2. Click on [Scheduled](https://app.lumosidentity.com/user_onboardings?tab=SCHEDULED)
3. Click the 3 dots to the right and then click "Edit Onboarding"
4. From there, pick a new time and click **Reschedule Onboarding**, or click **Run Onboarding** to run it now.
