Manage Assets and their allocation to Users

HR -> Asset List: This will show the listing of Assets created. New Asset can be created by using option New.

1

 

When we click on  “NEW” button, it will open following screen. User needs to fill mandatory fields and clicks save to add Asset to the system. The category code can be managed from Admin->Library->Code->Asset Categories.

2

 

 

HR -> Asset Allocation List: User can allocate Assets to Employees. Asset Allocation List shows will show the report on allocated assets to the Employee. It is also added under HR tab. It will show details of Employee to whom assets are allocated, status (Allocated/ Returned), Date allocated and Date Returned of the asset.

3

 

New Asset allocation to an employee can be done using “New”  button.  Following pop up will open and user can fill details to complete the allocation process.

4

 

 

 

 

 

 

 

Active Employee can be selected from User field.

Asset can be selected from Asset Field which lists the assets with quantity in hand. System does not allow allocating Assets with quantity 0.

User can de-allocate the asset when it is returned by filling returned date. Once the returned date is filled, it’s considered back to Asset Inventory and quantity in hand of the asset is updated.

If the Assets are allocated and not returned by the user, then application will not allow to deactivate or to delete user on User Preference screen. Warning message will show as shown below.

5

 

 

All the assets must have been returned by the employee.  Employee having no asset allocated in their names can be deactivated or deleted.

6

 

686 thoughts on “Manage Assets and their allocation to Users

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