How device onboarding works

1. When a new employee is added to the system, their job role is matched to the Job Catalog.
2. The platform automatically lists all default devices assigned to that role.
3. You can review, confirm, or adjust device assignments before continue.
4. Once the new person is created, the devices appear in the employee’s IT Inventory record.
5. Any updates made later in the Job Catalog only apply to future onboarding.

Best practices

• Keep device assignments general enough to cover most employees in a role.
• Double-check equipment availability in the inventory before confirming onboarding.
• Review your job catalog regularly to catch missing default equipment.

FAQs

1. Can I change devices after onboarding ends?
   Yes, you can edit or replace devices after the onboarding is marked as completed.
    
2. What if a role doesn’t have any default devices?
   The onboarding will show an empty list. You can manually assign devices to the employee during the process or just skip the process and not assign any device.
    
3. Do changes to the Job Catalog affect employees already onboarded?
   No, updates apply only to future onboardings. Existing records remain unchanged.
    
4. Who can manage device onboarding tasks?
   Only users with “Manage IT” permissions can view or modify device assignments.