AssetJay

Documentation

People & Offboarding

Know who has what. When someone leaves, a single checklist shows exactly which equipment to collect.

Managing team members

The People page lists everyone on your team. Each person shows how many assets are assigned to them, making it easy to spot if someone has more equipment than they need.

AssetJay people page showing team members with assigned asset counts
Your team at a glance: see everyone and their assigned equipment.

Adding team members

Click Add person and fill in their name, email, department, and role. You can also bulk import people from a CSV file. See the Import guide.

NoteAdding someone as a team member doesn't automatically create a login for them. On Pro, you can invite team members to the Employee Portal so they can see their assigned devices and request equipment.

External borrowers

Lending test kit to a customer or a pilot partner? Add them as an external borrower: on the People page open the External tab, or pick External borrower when you create someone from the Lend dialog. Give their company and an email.

  • They can borrow and hold kit, with a return date, like anyone on the team. Pickers and the asset page mark them as external, with their company.
  • Jay chases the return. They get reminders the day before, on the day and when it's overdue, sent in your company's name, with your email for questions and no link to a portal they can't use.
  • They aren't part of the team. No portal access, no offboarding, and they don't count in your team numbers.
  • Importing? Add a Type column (employee or external) and a Company column to your people CSV.

Offboarding checklists

When a team member leaves, start their offboarding from the People page. AssetJay generates a checklist of all their assigned assets so you can track what's been returned.

AssetJay offboarding checklist showing assigned assets to collect from departing employee
The offboarding checklist: check off items as they're returned. No more Slack messages three weeks later.
  1. Start offboarding. Click Offboard on the person's profile and confirm to generate the checklist. Nothing changes for them until you complete it. To get back to the checklist later, use Continue offboarding on their profile or the Leaving row on the dashboard.
  2. Collect equipment. Check off each item as it's returned. The checklist tracks laptop, monitor, keyboard, and every other assigned asset.
  3. Complete offboarding. Once all items are returned, mark the offboarding as complete. Assets are unassigned and ready for the next hire.

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