Assets

Assets allow you to track what assets are under control by the employee, such as a vehicle or computer.

The Assets section can be accessed from the menu by expanding Employee,
expanding the next Employee section, then clicking Assets.

Menu_-_Employee_-_Assets_-_00.png

If you are already viewing an employee profile, you can hover over Employee and click Assets.

Menu_-_Employee_-_Assets_-_01.png

When you reach "Assets" you will see any previously added assets.

Employee_-_Assets_-_00.png

Creating an Asset Record

  • To create an emergency contact, click the Actions drop-down menu and click Create Asset Record.

    Employee_-_Assets_-_Actions_-_01.png

  • Enter relevant information for this asset:
    • Date Issued
    • Value of Asset 
    • Description of Asset
    • Asset Tag if you have a number from an inventory system
    • Notes about the Asset

    Employee_-_Assets_-_01.png

  • Click Add Record when finished.

Delete an Asset

  • To delete an asset, check the box to the far right of the asset.

    Employee_-_Assets_-_02.png

  • From the Actions drop-down menu, click  Delete Select Record(s).

    Employee_-_Assets_-_Actions_-_03.png

Print a List of Asset(s)

  • To print a list of your assets, check the box to the far right of the asset.

    Employee_-_Assets_-_02.png

  • From the Actions drop-down menu, click Print Asset List.

    Employee_-_Assets_-_Actions_-_02.png

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