Help Center / Onboarding & offboarding

Offboarding: collecting devices, loaners, and seats

The gear a departing employee is holding is already in Edventory, so an offboarding run doesn't make you look it up. Link the run to a person from your roster and Edventory adds a collection task for every device assigned to them, every loaner they still have out, and every license seat in their name.

Preview before you start

Choose an offboarding checklist and pick the person, and the dialog lists exactly what will be added — "3 collection tasks will be added from what they currently hold: CB-0421, HP-1180 (loan), Adobe Creative Cloud (seat)". Nothing assigned? It says so.

The tasks arrive tagged

Collection tasks appear in the run marked from inventory, alongside the checklist's own steps. They're normal tasks from there — assign them, re-date them, or delete one that doesn't apply.

Ticking them off isn't a check-in

Marking a collection task done records that the item came back on the checklist. Actually returning the loaner or reassigning the device still happens on the device record or in the loaner pool, so your inventory stays the single source of truth.

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License seats are matched on the person's email address, so keep roster emails accurate — that's how a seat gets tied back to the human who's leaving.

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