When an employment ends, you can efficiently handle the hardware associated with the departing employee through a structured offboarding process in Velory.
This article includes following topics:
How to offboard an employee
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Go to Asset management in the navigation bar, click on Employee and find the employee you want to initiate offboarding for and go into the profile by clicking on the name.
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Click on Details and then Employee leaving.
- Here, you'll find a display of all units allocated to this employee, requiring your decision on whether the employee should purchase the device or if the device will be unassigned on their last day. Read more about the different options available for the devices here.
- After completing the form, click on Initiate Offboarding. You've now designated a last day for this employee, visible on their profile page, along with any hardware they intend to purchase if that has been chosen.
- On the employee's last day, as an admin, you'll receive a notification email detailing the statuses of the employee's devices. Similarly, an email will be sent to the employee if you haven't checked the email box while initiating the onboarding process.
What happens with the hardware?
Alternative 1:
Unassign at last day and make available for others
The devices will automatically be removed from the leaving employee, and the hardware will be unassigned, becoming available for allocation to other employees or spaces.
Alternative 2:
The employee will buy the device
You let the employee buy the device when he/she ends the employment. Your company makes the decisions on how the buying process is and to what price. Note that it may depend on if the device is on a lease and whether the financing contract is ongoing or ended, as well which company setting your company has for handling of budget overages.
- Ongoing financing contract
If an employee has financed the hardware they are using and is leaving before the contract period ends, your company must make decisions regarding the contract, considering it as an early termination of a financing agreement. Read more in this article, How do I terminate a financial agreement prematurely?
- Ended financing contract
Typically, hardware is returned to the financing partner at the conclusion of the financing contract. Therefore, your company must purchase the hardware from the financing partner to allow, for instance, deducting the amount from the user if the departing user wishes to buy the item upon offboarding. Find further details in the article about financing hardware.
If your company uses Directory Sync, terminating an employee in Velory won't affect their status in your Directory Sync provider. Any changes must be made separately within the provider. However, if an employee is removed from your Directory Sync provider first, they will be off-boarded from Velory. In such cases, units won't be automatically updated for buyout. It's necessary to manually remove the device from the employee's profile to avoid it remaining as an unassigned device