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Onboarding / offboarding of employees

With i-doit, you can organize onboarding and offboarding processes in a structured and traceable way. Workstations, devices, accesses, responsibilities and handovers are documented centrally and clearly assigned. Any significance and changes can be reliably planned instead of improvised.

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The 6 most important functions for onboarding / offboarding

icon-computer-user-lt Object-based mapping of employees and workplaces

Employees, workstations and assets are managed as separate objects and clearly linked to each other.

 
icon-databases-lt Workstation container for structured furnishing

Workstations can be set up as containers in which devices, peripherals, software and accessories are combined.

 
icon-book-lt Handover and return documentation

Handovers and returns of appliances and equipment are documented and historicized directly at the property.

 
icon-share-arrow-lt Replacement and rebooking of devices and components

Devices and individual components can be easily replaced, reassigned or booked back - including history.

 
icon-database-split-lt Link to responsible persons and users

Assets and workstations are clearly assigned to people, roles or departments.

 
icon-gears-lt Connection to ticket and workflow systems Onboarding and offboarding processes can be transferred to external ticket or workflow systems via API or add-ons.  

Structured handover and return documents

Why are structured handover and return documents so important?

Handovers and returns of devices, additions and equipment are often incompletely documented on a day-to-day basis. This leads to queries, ambiguities and missing evidence - especially in the event of staff changes or audits.
i-doit documents handovers and returns in a structured and traceable manner directly in the CMDB. All transferred components are clearly assigned to employees, workstations and times. The status, scope and persons involved are fully recorded and remain permanently available.

Advantages:

  • Clear evidence of handover and return
  • Clear assignment to employees and workstations
  • Fewer queries and discussions
  • Audit-proof documentation for audits and checks
  • Greater transparency in the onboarding and offboarding process

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Workstation design with predefined workstation containers

How do predefined workstation containers support a standardized workstation design?

Setting up workstations manually is time-consuming and error-prone. Different equipment and individual assignments make it difficult to maintain an overview and standardization.
i-doit makes it possible to map workstations using predefined containers. Typical workstation variants - such as office, home office or special workstations - can be defined in a standardized way and assigned quickly. All components are assigned together and changes are documented in a traceable manner.

Advantages:

  • Fast and standardized setup of new workstations
  • Uniform equipment instead of individual configurations
  • Less manual effort for onboarding and relocations
  • Clear structure and overview of workstation equipment
  • Simple adaptation when changing roles or tasks
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Replacement of components and devices

How can components and devices be easily replaced?

Device changes, repairs or upgrades often lead to inconsistent documentation or unnecessary effort when setting up new workstations.
i-doit supports the structured replacement of individual components or complete devices. New hardware can be assigned, old devices can be taken back or rebooked without changing the workstation structure. All changes are documented directly and remain fully traceable.

Advantages:

  • Fast and clear replacement of devices and components
  • Complete traceability of all changes
  • Less effort for repairs, upgrades or defects
  • Clear history for audits and internal controls
  • Stable and up-to-date workplace documentation

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Connection to ticket and workflow systems

How do ticket and workflow systems integrate onboarding and offboarding?

Onboarding and offboarding processes require several departments to work together. Without integration, there are media disruptions, manual coordination and a lack of transparency regarding status.
i-doit transfers relevant information to connected ticket and workflow systems via APIs or add-ons. Tasks, approvals and processing steps are triggered automatically, while i-doit remains the central data source.

Advantages:

  • Automatic creation of tasks and tickets
  • Clear and traceable process steps
  • Less manual coordination effort between IT, HR and specialist departments
  • Consistent processes without media disruptions
  • High level of transparency regarding the status of onboarding and offboarding
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Replacement of components and devices

How can components and devices be easily replaced?

Device changes, repairs or upgrades often lead to inconsistent documentation or unnecessary effort when setting up new workstations.
i-doit supports the structured replacement of individual components or complete devices. New hardware can be assigned, old devices can be taken back or rebooked without changing the workstation structure. All changes are documented directly and remain fully traceable.

Advantages:

  • Quick and clear replacement of devices and components
  • Complete traceability of all changes
  • Less effort for repairs, upgrades or defects
  • Clear history for audits and internal controls
  • Stable and up-to-date workplace documentation

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Suitable add-ons

Our add-ons for modular function expansion

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i-doit Add-on Flows

Create powerful automations without programming knowledge, simply start them on a schedule or manually at the touch of a button.

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i-doit Add-on Smart Bundle

Get 4 powerful add-ons for the price of 2! Flows, Documents, Analysis and Forms.

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i-doit Add-on Documents

Automatically create documents as PDFs with daily updated data (e.g. hardware handover certificate or disaster recovery plan).

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i-doit Add-on Events

Automate the operation of your data center with the latest data from the CMDB. Events trigger and control further processes.

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i-doit Add-on Maintenance

The maintenance add-on supports the planning, execution and documentation of maintenance and inspections. Maintenance intervals, dates and responsibilities are managed centrally and linked directly to the respective devices, installations or systems.

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i-doit Add-on Api

With the API add-on, data can be automatically read, written and updated in i-doit. Perfect for integrations with ticket systems, inventory tools or your own automations.

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i-doit Add-on Analysis

Add-on for powerful data analysis. Calculate service costs, check the data quality of the CMDB and carry out failure simulations.

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i-doit Add-on Forms

Easily create forms that you can make available to users for simplified data entry. Example: Allow users to document hardware or goods themselves.

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i-doit Add-on ISMS

Set up an information security management system with risk analysis and management in accordance with ISO 27001.

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i-doit Add-on Checkmk2

Integrate the Checkmk2 monitoring system into i-doit. This supports comparisons between TARGET and ACTUAL from CMDB and monitoring.

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i-doit Add-on Trigger

Store buttons with your own triggers and start IT processes directly from i-doit - e.g. the automatic deployment of a virtual machine.

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i-doit Add-on VIVA2

With this add-on, you can create an information security management system (ISMS) in accordance with the BSI's IT baseline protection methodology.

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