How To - Configure Assets (Property)

Purpose Statement

This document outlines the steps for configuring Assets (Property)


Configuring Assets (Property)

 

  1. Once Asset Types have been created, you can then create as many entries as needed to account for property. From the Admin tab, go to Company Settings>HR Setup>Assets (Property)>Assets (Property)
  2. Click on Add New to create a new asset.
  3. A pop-up box will appear prompting you to choose the Asset Type this property will fall under. Use the drop-down menu to make your selection then click Add
  4. Depending on the Asset Type selected, the subsequent screen will vary to reflect the fields you have determined are needed to collect. Any required fields will be marked with a red asterisk.
  5. Complete the necessary fields to set up the asset and click Save in the top, right corner
  6. Once saved, within the Asset screen, you can add a child asset and assign the asset to one or more employees.