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View assets, attach an asset to an employee and create asset Categories

This a list of company items that are in employee’s possession. These items need to cleared before an employee is fully exited from the company.

Updated over 2 months ago

How to Add Asset Categories

  • On the menu, click on Assets

  • Click on Assets settings

  • Click on Add Category

  • Enter the category Name

  • Enable/Disable Unique Identifier

  • Save

How to Edit Asset Category

  • Go to Assets

  • Click on Asset Settings

  • Search for the asset category

  • Click on the three dots at the far right and select Edit

  • Update and Save

How to attach an Asset to an employee

  • On the main menu, click on Assets

  • Click on New Asset Record

  • Enter Asset Name

  • Select Category.

  • Select asset type(employee or project)

  • Select Employee or project

  • Enter the serial number or the Item's unique Identifier

  • Enter the value(price)

  • Enter the item description.

  • Click ADD.

How to View an Asset Assigned to an Employee

  • Go to Assets

  • Filter by category or search the name of the employee.

How to bulk Upload Assest

  • Go to Assests

  • Click on bulk upload assets

  • Click Get Data Template Here

  • Fill in the required data in the excel template and save the template

  • Go to bulk upload assets , click on browse files and select the excel trecently saved

  • Select the category

  • Click Upload

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