Adding Legacy Equipment to an Offboarding

In order to add legacy equipment at the time of offboarding an employee, follow the steps below:

Admin/Worker Flows

1. Navigate to the employee's profile, and click on "Begin offboarding"
   
   
2. From the list of assigned equipment (if any), you will be required to answer whether this employee has more equipment to be retrieved.
   
   

• If Yes, you will have the option to add legacy equipment by selecting the category of that equipment, adding a serial number (optional), and providing equipment description.
  
• If No, you may proceed with offboarding the employee as usual.
  

3. Once the offboarding request is submitted, all added legacy equipment will appear on:
   1. The employees' return order
   2. The employees' equipment tab
   3. The list of equipment in the Zendesk ticket to Support
      
      
4. When the offboarded employee logs into Firstbase to confirm their details, they will see the legacy equipment in the items expected to be returned. After they confirm their details, the legacy equipment will also appear in the Return Submitted email.