A leaver hands back company equipment
Who is involved
| Role | What they do |
|---|---|
| HR manager | Starts the offboarding and watches the checklist. |
| Asset manager | Collects the equipment and checks it in. |
Step by step
- HR manager
Starts the offboarding for the departing employee.
What they see:The checklist is created and, within moments, a Return task for each asset the person holds, for IT, due on the last day.
- Asset manager
Opens Assignments and searches the leaver's name.
What they see:Every asset checked out to that person, with its tag and type.
- Asset manager
Receives the laptop and presses Check in on the row.
What they see:The asset is available again and its holder is cleared.
- HR manager
Refreshes the offboarding checklist.
What they see:The Return task is ticked by itself with the note Checked in on the asset register.
Who is told what
The checklist is the notice: tasks are added and ticked automatically. Nothing is sent to the bell.