Filing tickets (HR)

On the Queue, choose Onboard. Enter the person, their start date, job, company, and location, then submit. IT sees the ticket on the Queue right away, with the checklist for that job.

Choose Change or Offboard on the Queue and pick the person, or open the person in People and start it from there. A change might be a new title, manager, department, or location.

An offboarding also opens a Return ticket, so IT can track the equipment coming back.

Use Open and Closed on the Queue to see tickets in progress and finished. Return shows the equipment returns still open. History shows every action taken on a ticket and who took it.

If a departure or change should stay private, mark the ticket Sensitive and choose which admins can see it.

Enter the manager correctly. Return reminders copy the manager when Lifecycle can find their email.

The companies and locations you can pick are set by IT under Settings → Companies.