Checklists
Each person's page (People → Directory, then their name) has a Joining and a Leaving checklist.
- Click Start joining checklist when someone new joins. It starts with your workspace's steps; tick each one as it's done. Your name and the date are recorded against each tick.
- The Leaving checklist starts by itself when you Record exit. It includes a Collect … step for every asset the person still has.
- Add a step for just this person with Add a step, or remove one with the × next to it.
To change the steps every new checklist starts with, go to People → Settings → Joining and leaving checklists and write one step per line. Checklists already started don't change.
The person can see their own checklists; only people who can edit all employee records can tick them.
The asset register
Go to People → Assets to list what the business owns: laptops, phones, monitors, access cards, vehicles.
- Click Add an asset. Give it a name, and if you like a tag (the number on your sticker), serial number, purchase date and cost.
- Click Issue to give it to someone. Choose the person and the date.
- When it comes back, click Returned and say what condition it's in: back in stock, needs repair, or retired.
Each asset keeps a history of who had it and when. Returning an asset ticks its Collect step on the person's leaving checklist. Issuing an asset to someone who's already leaving adds the step.
You can delete an asset only if it has never been issued. Otherwise, mark it as Retired so its history is kept.
People see the assets they hold on their own page. The full register is for those who can see all employee records.