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Initiate Employee Asset Reclamation
Reclaim IT hardware and monitor return progress when employees offboard or change roles. Initiating a reclamation automatically creates service requests and return orders to help you manage shipping details, drop-off instructions, and inventory status.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service. |
| User Permissions Needed | |
|---|---|
| To process fulfillment and return orders: | License: IT Hardware Asset Management AND Permission Set: Hardware Asset Management - IT Fulfiller |
Make sure that the Hardware Reclaim service process template is installed from the Unified Catalog for IT Services and activated in your organization. The reclamation flow relies on this template to resolve catalog attributes and automatically generate service requests.
Initiate Reclamation for an Individual Employee
Initiate the asset return process directly from an individual employee's record page.
- From the App Launcher, find and select Employees.
- Open the record for the employee returning hardware.
- Click Reclaim All Assets.
- Select a return method: Drop-off Assets or Mail Return Box.
- Select a return location, and then click Next.
- Review the confirmation email message, click Next, and then click Reclaim.
Process Bulk Employee Asset Reclamations
Run simultaneous asset reclamations for multiple employees during mass offboarding events. Use the console list view for up to 200 employees, or upload a CSV file for larger cohorts.
Process from the Employee List View
- From the App Launcher, find and select Employees.
- Make sure that you view the Employees list view (don't open an individual record).
- Filter or search the list view to isolate your target cohort.
- Select the checkboxes next to the employee names.
- Select Reclaim All Assets from the list view menu.
- Select your return method (Drop-off Assets or Mail Return Box) and destination location.
- Review and customize the notification email template.
- Click Submit to process the batch in the background.
Process by Using a CSV File Upload
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Prepare a CSV file containing a column of Employee IDs for departing employees.
Note If the ID column is missing or incorrectly formatted, the upload fails. - From the App Launcher, find and select Employees.
- Click Run Bulk Action (or the upload action button) and upload your CSV file.
- Select Mail Return Box as the return method.
- Review, edit, and save the customizable shipment email template.
- Click Submit to initiate the background batch job.
Fulfill Return Orders
Review intake submissions and send instructions or courier labels to complete hardware returns.
- Open the generated Return Order to review routing details.
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Depending on the return method, select an action:
- For drop-offs, select Send Dropoff Instructions.
- For shipments, select Send Shipment Details.
