Employee Exit Clearance and Asset Return Process

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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.