Offboarding - Change the Ownership Action

OFFBOARDING
Change the Ownership

📌Pre-Requisite

You need to be an IT/HR Admin to trigger these actions.
Your organization needs to be on the Secure or Complete Plan.
Please ensure that you have added the new employee.
👉 Adding Unmanaged Employee
👉 Adding Managed Employee
💡Learn more about Managed and Unmanaged Employee
Please read the cautions and important notes below before submitting your request.

✅Next Step:

Once the request submitted, initial status of the device will be “Pending Agent Installation” & user will be "Pending Activation"
To change both status to “Active,” please ensure the following steps are completed:

The employee has activated their JumpCloud account
👉 Learn more about Activating a JumpCloud Account
The JumpCloud Agent has been installed on the device:
👉 Installation Guide for Mac
👉 Installation Guide for Windows
Update the serial number on the platform to ensure it matches the one registered in JumpCloud.

⚠️ Cautions & Important Notes

❗Suspend and Delete Actions
These actions apply to the employee user account in JumpCloud. Once either action is chosen, it cannot be undone. Please see the explanations below:

- Suspend
  Suspension of the user account occurs on your selected date and time. This action prevents the user from logging in but retains the JumpCloud user seat. One week after suspension, our IT team will delete the user account information unless a request is received from the company admin to retain it.
- Delete
  This action will be performed manually by our IT team on your selected date and time. It permanently removes all employee data and associations. After deletion, the employee will no longer be able to log in to their JumpCloud devices.

❗Device Erase Action (Optional)

This action is optional and determines whether you want JumpCloud to automatically erase the device. If selected, the action will be carried out on the scheduled offboarding date and time. The wiping process typically takes 1 to 3 hours, depending on the amount of data on the device.

Preconditions Before Wiping

Before the wipe can be triggered, please ensure the following conditions are met:

The device is powered on
The device is connected to the internet
The device is plugged into a power adapter
The device is not in sleep mode or locked

Confirmation Before Proceeding

If you choose to erase the device, a "Erase Device Confirmation" dialog will appear before you submit the request.
For MacBook devices, you will be required to create a 6-digit PIN.
❗️Please store this PIN in a safe place — it will be required to reinstall macOS after the erase is complete.

Expected Results After Wiping

MacBook, iOS, and Android devices:
After the wipe is complete, the device will reset and display the welcome/setup screen.
Windows devices:
After wiping, the device will enter Recovery Mode.
❗️Note: We do not currently recommend triggering this action on Windows devices. If you need to wipe a Windows device, please raise a support ticket, and our team will assist with the process manually.
👉 Raise the Support Ticket

📌What happens after the offboarding request created?

Once an employee is created, they will receive an "Activate Esevel User Account" email sent to their registered email address. The employee can simply click "Activate My Account" to set their password and complete the account setup.❗️Please Note: The activation link will expire in 7 days.

After the employee is added, you'll still see the activation button on the top-right corner of the employee list page if they haven't yet activated their account.
- To resend the verification email, simply click the same button.
- If the button disappears, it means the employee has successfully activated their account.

Once submitted, the asset will automatically assign to the new employee.
The status of your employee will on your dashboard will be marked as "Offboarded." and the employee managed is "No".

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