Juvaro Help Centre
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Onboarding and offboarding runs

Start a run from a person's profile, work through its steps and sign it off.

Onboarding and offboarding runs hand equipment, seats and tasks to a new person, or collect everything back from someone leaving. Each run is a checklist of steps; completing a step is what performs its action.

1/8On the new starter's profile, click Start onboarding.

  1. On the new starter's profile, click Start onboarding.
  2. Pick the Package. The Preview shows the unit, the seat and the task the run will contain. Click Create run.
  3. The run is Open with three pending steps, each with an assignee and a due date.
  4. Jonas creates the account, then clicks Done on the task.
  5. Done on the laptop step hands the unit over to Oliver.
  6. Done on the software step assigns his Microsoft 365 seat.
  7. All steps are closed, so the run is Awaiting sign-off. Signe Mortensen, an Application Administrator, clicks Sign off.
  8. The run is Completed. The laptop has been under Assigned assets since its step was done.
WalkthroughAn onboarding run from a profile. Each Done performs its step; the run waits for Sign off once the last step closes.

Start onboarding

  1. Open the person's profile from Users and click Start onboarding.
  2. Pick the Package. The Preview shows exactly what the run will contain, including gaps such as "No available unit" or "All seats in use".
  3. Click Create run.

With no packages yet, the picker says to create one under Administration. See Onboarding packages.

Start offboarding

  1. Open the person's profile and click Start offboarding.
  2. Review the checklist AMS derives from what the person holds: seats are released (Release seat), owned assets go back to the pool (Collect, back to pool), and lease-covered assets raise a return request with the lessor (Raise return request).
  3. Click Create run.

Work the steps

  • Done performs the step: hands over the asset, assigns or releases the seat, or closes the task.
  • For an asset hand-over, Pick a unit chooses which available unit of the type to hand over. Check its stage before handing it over.
  • Skip closes a step without doing it. A note is required: "Why is this step being skipped?"

A run is Open while steps are pending, then Awaiting sign-off, then Completed. An Application Administrator clicks Sign off to complete it. With Flow sign-off off, the run completes when its last step closes.

Cancel a run

Click Cancel run and, optionally, add a note. Cancelling closes the run without completing it. Steps already done are not reversed: assets stay handed over and seats stay assigned. Only the person who started the run, or a manager, can cancel it.

The Flows page

Flows in the side menu lists every run with Person, Direction, Package, Status, Progress, Overdue and Started. A person can have one active run at a time. Overdue steps raise a Flow steps alert and count on the Dashboard.

Who can do thisTechnicianApplication Administrator

Technicians and Application Administrators start runs and work steps; only an Application Administrator signs a run off.