Leavers' assets appear on the offboarding checklist

What moves

When HR starts offboarding someone, the list of assets they hold is sent to HR as return tasks; checking an asset in ticks the task.

Before you start

• Assets and HR in your plan
• The employee is linked to a login
• Return-on-offboarding option on (default)

Step by step

1. HR managerHR Management

   Starts offboarding for a leaver.

   You see:The leaver's assets are looked up.

2. SystemAsset Management

   Sends the list of assets held by that person.

   You see:HR's checklist gains one return task per asset.

3. Asset managerAsset Management

   Checks each asset back in.

   You see:The matching offboarding task is ticked.

Related

• Asset Management
• HR Management
• Pick the machine from the asset register
• Registering an asset notifies the team
• Suppliers come from the shared contacts
• A repair job passes from the asset manager to a technician
• An automation raises a job and someone picks it up
• Connections between modules