Employee Console - Asset Tracking

Employee Asset Tracking; standard Treeview path: Employee Console > Asset Tracking

The Asset Tracking screen is used to assign company assets to employees, and to view or edit any information about the assignments. This screen shares information with the Asset Tracking sub-menu (standard Treeview path: Human Resources > Personnel > Asset Tracking).

Further details about tracking assets through Enterprise can be found in the Fixed Assets guide.

[Add Asset] – Button

Press this button to assign a new asset to the selected employee. Press the [Save] button to commit the record or press the [Cancel] button to abort the process.

Employee Asset Tracking

The Employee, Trade, Company, and Status fields default from the information entered in the Employee Profile.

Company

Enter/select the company code. The full name of the company appears in the Company Name field.

Item

Enter the code for the asset held by the company. The full name of the asset appears in the Item Description field. These codes can be set in the Asset Maintenance screen (standard Treeview path: Fixed Assets > Assets > Enter Assets).

Date Issued

Enter/select the date the asset was issued to employee.

Address Code

Enter/select the code for the address where asset is located when it is not assigned to an employee. The full address appears in the Address Name field.

Quantity

Enter the number of the selected asset assigned to the employee.

Actual Return Date

Enter/select the date the asset was returned by the employee to the company.

Expected Date Returned

Enter/select the date the asset is expected to be returned upon issue.

Expected Life

Enter the number of months the asset is expected to be useable.

Loan – Checkbox

Check this box to indicate that the asset has been assigned on loan.

Comments

Enter any further comments about the asset’s assignment.

Details

Delete

Press the Delete icon () to remove the assigned asset from the employee’s Details section.