Assets for Employees

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

Navigating to Employee Assets
  • From the menu, expand Employee, expand Employee and click Assets.

    CHR_-_Employee_-_Employee_-_Menu_-_06.png

  • If already viewing an employee profile, you can hover over "Employee" to show the available pages. Click Assets.

    CHR_-_Employee_-_Employee_-_Drop-Down_Menu_-_06.png

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  • Asset - Name/title of the asset
  • Asset Tag - The tracking number for company property.
  • Date Issued
  • Value
  • Notes

From the Actions drop-down menu, you can:

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Creating an Asset Record

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

    CHR_-_Employees_-_Assets_-_Actions_-_01.png

  • Enter relevant information for this asset.

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    • Date Issued
    • Value of Asset
    • Description - Name/title of the asset.
    • Asset Tag - Used to track company property within your inventory system.
    • Notes
  • Click Add Record when finished.

Print a List of Asset(s)

  • Use the check the box(es) to the far right of the asset(s).

    CHR_-_Employees_-_Assets_-_Print_-_00.png

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

    CHR_-_Employees_-_Assets_-_Actions_-_02.png

  • Confirm the printing of your asset list.

    CHR_-_Employees_-_Assets_-_Print_-_01.png

  • After confirming, you will download a PDF copy of your asset list. An example of this PDF has been provided below:

    CHR_-_Employees_-_Assets_-_Print_-_02.png

Delete an Asset

  • Use the check the box(es) to the far right of the asset(s).

    CHR_-_Employees_-_Assets_-_Print_-_00.png

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

    CHR_-_Employees_-_Assets_-_Actions_-_03.png

  • Confirm the deletion of your record(s).

    CHR_-_Employees_-_Assets_-_Delete_-_01.png

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