Adding Legacy Equipment to an Offboarding

Adding Legacy Equipment to an Offboarding

When offboarding an employee, you can now add legacy equipment to ensure all items are accounted for. Follow these steps:

Steps to Add Legacy Equipment

1. Start the Offboarding Process
   • Firstbase Menu > People and Offices > People > Navigate to the employee's Profile and click Begin offboarding at the right bottom.
2. Set the Last Day
   • You’ll be prompted to select When is [Employee’s Name]'s last day?
   • Choose the employee’s last working day and confirm.
3. Review and Add Equipment
   • Next, you’ll be asked to review the Equipment that needs to be returned.
   • If additional equipment needs to be returned, click Add equipment to return.
4. Add Equipment Details
   • In the window titled Add equipment to [Employee’s Name]'s return, fill in the following fields:
     • Category (required)
     • Brand (required)
     • Description (required)
     • Condition (required)
     • Optional: Serial Number, Renewal Date
5. If No Additional Equipment
   • If no legacy equipment needs to be added, you can proceed with offboarding as usual by clicking Continue with Offboarding details.

Next Steps After Adding or Reviewing Equipment

6. Select Employee’s Return Method
   • You will be prompted to answer: How will the employee return their equipment?
     • Ship to Firstbase
     • Drop at a Firstbase office location
7. Confirm Employee’s Contact Information
   • Under Contact Info, provide or confirm the information needed to arrange equipment retrieval.
8. Click Offboard Employee
   • Once everything is reviewed, click Offboard Employee.
9. Reconfirm Offboarding
   • A confirmation modal will appear. Double-check the details and confirm the offboarding.

What Happens Next?

Once the offboarding request is submitted, all added legacy equipment will appear in:

• The employee’s return order.
• The employee’s equipment tab.
• The list of equipment in the Zendesk Support ticket.

When the offboarded employee logs into Firstbase to confirm their details:

• The legacy equipment will be listed among the items to be returned.

After confirmation, the legacy equipment will also appear in the Return Submitted email.