AppsHomebase

Onboarding and offboarding

IT provisioning with IT Desk

Autessa Homebase connects to Autessa IT Desk for IT provisioning: with the bridge turned on, every IT step in an onboarding or offboarding checklist opens an IT Desk request, and the step ticks itself off when IT finishes. IT Desk’s directory also stays in step with the people in Homebase.

  • IT steps open IT Desk requests automatically
  • Steps complete themselves when IT resolves the request
  • IT Desk’s directory kept in step with Homebase
  • Send to IT Desk again if a request needs reopening
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Onboarding step · Order laptop and accountsSample
Checklist step
Owner: IT · due 5 days before start
IT Desk request
Opened automatically
Resolved by IT
Step ticks itself off
Settings · IT Desk
Keep IT Desk’s directory in step
On
Open IT requests from checklists
On

The problem

HR and IT working from two lists

HR knows who is starting and leaving; IT needs to know in time to order a laptop or turn off access. Copying that across by email is slow and error-prone. The bridge makes the checklist step and the IT ticket the same piece of work.

How it works

How iT provisioning with IT Desk works in Homebase

  1. Connect

    An HR administrator turns on the bridge in Settings → IT Desk and uses Check the connection to confirm IT Desk answers.

  2. Checklists create requests

    When a checklist reaches an IT step, such as Order a laptop and set up accounts or Revoke access, Homebase opens the IT Desk request.

  3. IT works it

    IT handles the request in IT Desk as usual.

  4. The step completes

    When IT finishes, the checklist step ticks itself off. If something went wrong, Send to IT Desk again on the checklist.

Onboarding · Nora Quinn · starts in 14 daysSample
3 of 7 done
Before day 1
Send offer and paperworkHR
Order laptop and accountsIT
Pick a buddyManager
First day
Welcome meetingManager
Read the handbookNora
First 90 days
30-day check-inManager
60 and 90-day check-insManager

Options and settings

Every option, in plain words

OptionWhat it does
ConnectionSettings → IT Desk: connect, see who connected it, and check the connection.
IT stepsChecklist steps of type IT request, owned by IT.
IT Desk requestEach IT step records the IT Desk request it opened.
Send to IT Desk againReopen the request from the checklist page.
Directory syncIT Desk’s directory follows the people in Homebase.

Permissions

Who can do what

HR administratorConnects the bridge and checks it.
HR partnerFollows IT steps on checklists for their departments.
EmployeeIT staff work the requests in IT Desk.

Connected

How it connects to the rest of Homebase

FAQ

Questions about iT provisioning with IT Desk

Does Autessa Homebase integrate with an IT help desk?

Yes, with Autessa IT Desk. IT steps in onboarding and offboarding checklists open IT Desk requests and tick themselves off when IT finishes.

Do I need IT Desk to use onboarding checklists?

No. Without IT Desk, IT steps are ordinary steps owned by IT that someone marks done. The bridge is optional.

What happens to the IT Desk directory?

With the bridge on, IT Desk’s directory is kept in step with the people in Homebase.

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Try iT provisioning with IT Desk with your own team.

Homebase installs with starter content and optional demo data, so you can see this working before you invite anyone.

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