People ▸ Starter Provisioning. Needs HR write permission.
When somebody joins, the equipment their role requires should already be waiting. This screen turns a job position's required kit into a checklist for the new person.
Where the list comes from
Each job position carries a set of required equipment — a product or a whole category, with a quantity. Edit it on the position itself.
The starter's outstanding list is worked out, never stored: required, minus whatever has already been issued or is on its way. It cannot drift, because there is nothing separate to drift from.
Steps
- A new employee is onboarded. Their checklist opens automatically, and a dashboard tile appears.
- Open People ▸ Starter Provisioning and pick the starter.
- For anything you do not have, acquire it through My Store into your own inventory.
- Issue each item to the starter from this screen.
- Where the category asks for a signature, the starter signs before receiving — not after.
When they leave
The termination gear audit blocks an employee's exit while tracked equipment is still signed out to them. Tagged units cannot be quietly consumed at exit: they must be returned, or written off as lost or damaged behind the usual two-person gate.
Known gap
Only onboarding opens a checklist. A leaver's checklist is never closed by termination, so it sits in the queue indefinitely, and somebody re-employed gets no checklist at all. Every other employment change passes this screen by. Worth knowing before you trust the queue as a to-do list.
Related
- Equipment and fixed assets: how the flow works
- My Assigned Equipment — what the starter sees afterwards