A leaver's equipment is chased automatically

What moves

HR's offboarding start sends the leaver's identity to the register; the register answers with the list of assets they hold; checking one in ticks the matching task.

Before you start

• HR and Assets in your plan
• The employee has a login linked to their record
• The asset-return switches in HR and Assets left on (they are on by default)
• Asset Management and HR Management in your plan
• The leaver's employee record linked to their sign-in
• The asset-return settings in HR and Assets left on (they are on by default)

Step by step

1. HR managerHR Management

   Starts the offboarding for a departing employee.

   You see:The offboarding checklist is created.

2. SystemAsset Management

   Finds every asset checked out to that person.

   You see:The list of held assets is sent back to HR.

3. SystemHR Management

   Adds one Return task per asset, for IT, due on the leaver's last day.

   You see:The checklist shows Return laptop (AST-0042) and so on.

4. Asset managerAsset Management

   Receives the equipment and checks each asset in.

   You see:The asset becomes available again.

5. SystemHR Management

   Ticks the matching Return task.

   You see:The HR manager sees the task completed, with the note Checked in on the asset register, without anyone updating it.

Related

• Asset Management
• HR Management
• A ticket points at the equipment it is about
• Ask about assets and check them in and out
• Assets become fixed assets with book values
• A leaver hands back company equipment
• A repair job passes from the asset manager to a technician
• Connections between modules