Employee Exit Clearance and Asset Return Process
  • The Wavity platform offers a simple and user-friendly process for returning assets during employee offboarding.
  • An agent (with appropriate access) initiates the process by creating an Offboarding Request.
  • Note: The following steps serve as a general guide and can be customized as needed. However, the core workflow remains consistent.
  • In the Agent Persona, go to Quick Links and select Employee Exit Clearance.
  • Click the Create button to initiate a new Employee Exit Clearance request.
  • You will be redirected to the Return Form under the Request tab.
  • Select the Employee Name. Once selected, details like Employee ID, Email ID, and Designation will auto-populate.
  • Choose the Date of Exit (DOE), enter any additional notes in the Description box, and upload relevant attachments if required.
  • Click Save to submit the request.
  • In the Status tab under Assignee Details, the agent selects the asset(s) assigned to the employee in Asset field. Click on the select more records icon.
  • Select the asset from the Asset list.
  • Change the status, set the Asset Returned toggle to Yes the Return Date will populate automatically
  • Agent can add comments and click Save to update the record.
  • The asset's status in the Inventory will automatically update to Available.
  • All asset history and assignment history will be logged and viewable under the History tab in the Inventory.