TulzTool management

Leaver check: signing off an employee cleanly

Help › Administration

An employee is leaving the company – what do they still have, what has to come back, what is deleted? The leaver check shows everything on one page, takes back open tools with one click and deactivates the account only when nothing is open any more.

Leaver check: what is still open
Leaver check: what is still open

Step 1: Open the leaver check

Administration → Users → employee Edit → link Leaver check. Tulz opens the same page automatically when you want to deactivate or delete an account that still has something attached.

The checklist shows:

ItemMeaning
Tools on loanmust come back – with tool, loan date and due date, Take back button per row
Open pick listsplanned or issued lists in their name
Active reservations, open requests to other sitesare cancelled
NFC cards, passkeys, signed-in devicesare removed on deactivation – the card then no longer works at the kiosk
Watches "Tell me when free"are deleted
Qualifications and briefingsare kept as evidence (until anonymisation)
API keyskeys they created – check whether they are still needed
Reported open damagestays, for information only

Items marked red are still open. Deactivation is blocked by tools on loan and open pick lists; active reservations and requests are ended by Tulz on completion.

Step 2: Take everything back

If the employee still has something, click Take everything back and finish (optionally with a remark, e.g. "returned on the last working day, toolbox complete"). Tulz books all open loans as returned (condition "OK" – please report damage beforehand), closes pick lists, cancels reservations and requests and writes the action to the activity log. Take back individual tools with Take back in the row if you want to record the condition per tool.

Step 3: Deactivate the account

When nothing is open any more, Deactivate becomes active. Tulz removes NFC cards, passkeys, signed-in devices, watches and push subscriptions; the history (who had what when) remains complete. Delete permanently additionally anonymises the personal data – only when your company's retention period has been reached (see Data access report and retention period).

Good to know

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