Offboarding employees
When someone leaves, two things have to line up: the employee record needs to reflect it, and whatever they were using has to come back. equipme connects those two, so in most cases you react to something the system already noticed instead of tracking leavers yourself.
How equipme learns that someone is leaving
If you work with HR Sync, you usually do not set anything manually. When an employee disappears from your HR system, or is excluded by your sync filter — for example when the filter only syncs active accounts and the account gets deactivated — equipme picks this up on the next sync.
What happens then depends on a single question: does the employee still have services assigned?
No services assigned. The employee is removed automatically. Nothing left for you to do.
Services still assigned. The employee is set to the Offboarding status and the record stays, because someone has to decide what happens to those services.
That second case is why offboarding is not fully automatic. equipme will not quietly drop a record while a laptop is still out there.
If you do not use HR Sync, the same status exists. You set it on the employee record yourself.
Finding who is currently offboarding
The status is visible in the employee list. Filter on Offboarding and save the result as a view, so the overview is simply there when you need it instead of something you rebuild each time.
Treat that list as your working queue. Everyone on it still has something outstanding.
Deciding what happens to the services
Open the employee and look at the services assigned to them. For each one you have a few directions:
Store it. Choose internal to keep the item in your own warehouse, or external to send it back to the provider.
Move it. If the device goes straight to a colleague or stays with a location, you can move the service instead of returning it.
Cancel it. For services that simply end with the person, such as a subscription.
One thing worth knowing about returns: they are not finished the moment you request them. The request lands in order processing and has to be completed there before the item actually appears in your warehouse. That split is deliberate — it gives whoever handles processing a chance to catch mistakes before stock officially changes.
Why this matters beyond tidiness
An employee record that stays open with services attached is the most common way equipment quietly disappears. The Offboarding status exists to make that visible rather than leaving it to memory. Working through the list is what keeps your inventory honest.
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