Staff Management

When someone joins the company, HR asks IT for an account and a laptop; IT prepares the devices and hands them over; when the person leaves, the devices must come back. Staff Management follows this whole cycle and keeps a record of who received what, and when it was returned.

Open it from the Dashboard (Assignments) or the sidebar.

Each card has its own permission, so HR can open requests without seeing the IT procedures (see Users & Permissions). Staff Management sends emails to employees and to IT: configure SMTP first. Without it, the page shows Email notifications are not active.

#The cycle

1. HR opens an onboarding request with the details of the new employee.
2. IT receives the request by email, creates the account and the onboarding, adds the devices and sends them to the employee.
3. The employee confirms receipt from the link in the email.
4. When the employee leaves, HR opens an offboarding request.
5. IT runs the offboarding: records the return of each device and its condition. The devices become available for the next person.

You can also start from step 2 without an HR request.

#Assignment Status

Assignment Status lists every person with devices assigned: how many Intune devices, extra devices and Inventory assets, the type of procedure (onboarding, offboarding) and its status.

Filter by Name / Email, Type (with or without onboarding) and Status. Click the icon at the beginning of a row to open the person's onboarding or offboarding.