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
Employees, workstations and assets are managed as separate objects and clearly linked to each other.
Workstations can be set up as containers in which devices, peripherals, software and accessories are combined.
Handovers and returns of appliances and equipment are documented and historicized directly at the property.
Devices and individual components can be easily replaced, reassigned or booked back - including history.
Assets and workstations are clearly assigned to people, roles or departments.
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

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

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

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

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

Book your personal live demo
Our i-doit team will be happy to take the time to advise you personally on your application.
Suitable add-ons
Our add-ons for modular function expansion
Create powerful automations without programming knowledge, simply start them on a schedule or manually at the touch of a button.
Get 4 powerful add-ons for the price of 2! Flows, Documents, Analysis and Forms.
Automatically create documents as PDFs with daily updated data (e.g. hardware handover certificate or disaster recovery plan).
Automate the operation of your data center with the latest data from the CMDB. Events trigger and control further processes.
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.
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.
Add-on for powerful data analysis. Calculate service costs, check the data quality of the CMDB and carry out failure simulations.
Easily create forms that you can make available to users for simplified data entry. Example: Allow users to document hardware or goods themselves.
Set up an information security management system with risk analysis and management in accordance with ISO 27001.
Integrate the Checkmk2 monitoring system into i-doit. This supports comparisons between TARGET and ACTUAL from CMDB and monitoring.
Store buttons with your own triggers and start IT processes directly from i-doit - e.g. the automatic deployment of a virtual machine.
With this add-on, you can create an information security management system (ISMS) in accordance with the BSI's IT baseline protection methodology.
Related use cases
i-doit offers companies comprehensive functions and interfaces

You connect ticket systems, automation tools and monitoring systems such as Zammad or n8n directly via API.

You document workstations with devices, peripherals and responsible persons and control handovers and returns centrally.

You control audits centrally, plan audits, document results and automatically generate audit reports.

You analyze your IT infrastructure, identify documentation gaps and create location, user or cost centre-related reports and audit PDFs.

You are automatically informed about deadlines, licenses and guarantees and can keep an eye on the status and need for action.

You automatically record clients, servers, printers and peripherals and document hardware, software and QR codes centrally.

You manage users, accounts and rights centrally, document responsibilities and control access per system, including LDAP and group connections.

You document data protection incidents in compliance with the GDPR, assess risks and derive measures centrally.

You can manage documents in an audit-proof manner, version and edit them directly in the tool and use templates and import functions.

You create technical and organizational restart plans with automatic calculation of the restart times.

i-doit supports GAP analyses according to standards such as ISO 27001, ISO 9001 or NIS2, including maturity level assessment, responsibilities and document assignment.

You link tickets to affected devices, analyze causes via dependencies and monitor SLAs centrally.

You record and uniquely identify assets using QR and barcodes, create individual labels and take a mobile inventory of devices using the app and printer tool.

You document emergency concepts, system manuals, backups and disaster recovery centrally and comprehensibly.

They document maintenance and lifecycles, make changes traceable, automate processes and keep track of responsibilities and warranty periods.

You evaluate and manage suppliers centrally, document contracts and maintain contact details and replacement suppliers.

You derive measures, distribute tasks, track deadlines and receive automatic notifications by e-mail.

You integrate monitoring data directly into the IT documentation, see asset failures and link statuses to the change history.

You document active and passive network elements including cabling, port assignment, IP addresses and configurations centrally and comprehensibly.

You manage entries and exits, including device handovers, returns and referral certificates centrally.

i-doit enables protection requirement analyses with automatic inheritance into the infrastructure, risk assessment and tracking of measures.

You document and evaluate security incidents in accordance with ISO and NIS2, assign affected assets and centrally derive measures.

You record and analyze software and licenses, monitor runtimes, users and authorizations and avoid license violations and unnecessary costs.

You document locations, rooms and infrastructure, link these to contact persons and also visualize server rooms clearly.

You document and manage contracts centrally, link them to objects and responsible parties and are automatically informed about deadlines and terms.

You keep an eye on servers, VMs, dependencies and certificates centrally and automatically synchronized.

