You can also assign and return assets directly from the Personnel record in the Assets section.

The post Asset Assignments first appeared on PeopleWerks HR.

To make it easy, you do not need to go to the Asset Assignments list to assign an item or return an item.  Those processes can be done directly in the Asset Inventory sections of Badges, Cards, Electronics, Keys, or Miscellaneous.

The post Asset Inventory first appeared on PeopleWerks HR.

Click on Add External User to add the name and other information about the asset user.  The External User ID defaults to a system generated value but you can enter your own ID as applicable.

The post External Users of Assets first appeared on PeopleWerks HR.

Select the defaults from the dropdown lists.  If you need a different default value, you must enter it in the status or location lists first.

The post Asset Settings & Defaults first appeared on PeopleWerks HR.

To add an asset vendor name, click on + Vendor Name.  

Enter the vendor name.

Enter the vendor category or select from the dropdown list.

Enter the vendor contact name.

Select one or more asset types that the vendor applies to.

The post Asset Vendor first appeared on PeopleWerks HR.

To add an asset status, click on + Asset Location.  

Enter the location name.  (examples:  lockbox, vault, employee possession, lost, etc.)

Select one or more asset types that the location applies to.

The post Asset Location first appeared on PeopleWerks HR.

To add an asset status, click on + Asset Status.  

Enter the status description.  (examples:  Assigned, Destroyed, Lost, etc.)

Select one or more asset types that the status applies to.

The post Asset Status first appeared on PeopleWerks HR.

To add an asset type, click on + Asset Type.  

Select a category from the dropdown list.  These categories are predefined.  Select the category of Miscellaneous if the asset is not a badge, card, key, or electronic device. 

Enter the asset type name.

Enter whether the asset is re-assignable or not.  For example, a name badge would be an asset that would not be re-assignable to someone else.

For the asset type, there are specific data fields associated with the type based on the category selected.  You can override the default field labels based on your needs.  You can also enter a tool tip for the user.  Note that the field type is predefined and cannot be changed.

The post Asset Type first appeared on PeopleWerks HR.