---
schema_version: "1"
id: 741224e7fb6f1fb511146c56b4d3d10c2aae6e5f4acece58edea9532d5dc008a
title: Initiate Employee Asset Reclamation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_asset_mgmt_reclaim_assets.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_asset_mgmt_reclaim_assets.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 06f27847e28597a38dd446a3bfabe9f0ce90a15650a0a3075bc64d9f808a44a2
description: 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.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with Agentforce IT Service.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d62950e72">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d62950e72 ">To process fulfillment and return orders:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d62950e72 ">
              <p>License: IT Hardware Asset Management</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Permission Set: Hardware Asset Management - IT Fulfiller</p>
            </td>

          </tr>
        </tbody>
      </table>

Make sure that the Hardware Reclaim service process template is installed from the [Unified Catalog for IT Services](https://help.salesforce.com/s/articleView?id=service.it_srvcs_unified_catalog_parent.htm&release=264.0.0&type=5 "Standardize IT service delivery by using the Unified Catalog and bring all IT-related products and services into a single, organized view. Simplify access for employees, ensure consistency in service delivery, and streamline backend fulfillment processes. As a single source of truth for all IT offerings, the catalog helps organizations manage their service portfolio more efficiently.") 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.

1. From the **App Launcher**, find and select **Employees**.
2. Open the record for the employee returning hardware.
3. Click **Reclaim All Assets**.
4. Select a return method: **Drop-off Assets** or **Mail Return Box**.
5. Select a return location, and then click **Next**.
6. 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

1. From the **App Launcher**, find and select **Employees**.
2. Make sure that you view the **Employees** list view (don't open an individual record).
3. Filter or search the list view to isolate your target cohort.
4. Select the checkboxes next to the employee names.
5. Select **Reclaim All Assets** from the list view menu.
6. Select your return method (**Drop-off Assets** or **Mail Return Box**) and destination location.
7. Review and customize the notification email template.
8. Click **Submit** to process the batch in the background.

### Process by Using a CSV File Upload

1. Prepare a CSV file containing a column of Employee IDs for departing employees.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-it_service-264-0-0-production-enus/0a574a10-4c7a-4681-aacf-0767f8beaad4/images/icon_note.png)
    
    Note If the ID column is missing or incorrectly formatted, the upload fails.
2. From the **App Launcher**, find and select **Employees**.
3. Click **Run Bulk Action** (or the upload action button) and upload your CSV file.
4. Select **Mail Return Box** as the return method.
5. Review, edit, and save the customizable shipment email template.
6. Click **Submit** to initiate the background batch job.

## Fulfill Return Orders

Review intake submissions and send instructions or courier labels to complete hardware returns.

1. Open the generated **Return Order** to review routing details.
2. Depending on the return method, select an action:
    - For drop-offs, select **Send Dropoff Instructions**.
    - For shipments, select **Send Shipment Details**.