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  1. Create Offboarding ticket via the Jira portal on behalf of the manager of the employee that is offboarding, type A only.
  2. After creation ticket will be transitioned to status Awaiting assignment. 
  3. SD-agent allocates ticket to him/herself.



  4. SD-agent set issue to In Progress.



  5. Add manager, employee and/or local IT:
    In case of a type A Offboarding ticket, the SD-agent adds the employee as Requested Participant to the Offboarding ticket.
    In case of a type B Offboarding ticket, the SD-agent adds the manager and local IT person as Requested Participant to the Offboarding ticket.
    In case of a type C and D Offboarding ticket, add the local IT person as Requested Participant if not done so already.
  6. Add Offboarding form to the ticket, type A and B only.



  7. Send Offboarding form to manager & local IT, type A and B only. See step 9.
  8. Request if employee turned in all assets (laptop, phone, mouse, headphone, backpack, home display/keyboard), type B, C and D only. See step 9.
  9. Changes ticket status to Awaiting Customer.



  10. For a type A offboarding: Use canned response SD_Offboarding NEW to request information. For a type B offboarding go to step 13.



  11. Make an appointment with the employee to return all assets (laptop, phone, mouse, headphone, backpack, home display/keyboard), type A.
  12. Register appointment within the Servicedesk calendar.
  13. For a type B offboarding: Use canned response SD_Offboarding other countries.

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