Joining, moving and leaving

Joining, moving and leaving each keep their own steps. Access and devices stay separate until each one is done, so a laptop that has not come back never hides behind access that has.

Open them from A little more context on Your work: A person joining, moving or leaving and Devices & custody. Both are for the service team and HR.

Record a change

1. In A person joining, moving or leaving, open Record an authoritative HR change.
2. Choose the person, what is changing (joining, moving or leaving) and the effective date and time.
3. Name the HR source and its revision, the accountable owner, and the access to add, keep or remove. Mark an urgent departure when it is one.
4. Save. Linen lists each responsibility under Outstanding and completed responsibilities: access granted or removed, devices delivered or returned, each with its own owner and state.

You can Change the effective date or Cancel this lifecycle change later; both are recorded.

Devices and custody

Devices & custody keeps where things stand:

• Record a device adds a laptop, phone or other asset.
• Record a custody change moves it to a person or back to the service team.
• Record the physical handoff closes a delivery or a return once it has really happened.

A device delivery shows Next owner until the handoff is recorded. Linen never marks a physical handoff as done on its own.