[HR] Creating an Asset Record

Steps to Set Up an Asset:

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   Open the HR Company Assets form from the Human Resources module.

    
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   In the Asset field, enter a unique code for the asset and press Enter.

    
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   Fill out the Info tab fields:

    
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     Category (optional): Used for reporting.

      
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     Description: Short description of the asset.

      
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     Unassigned Location: Where the asset is stored when not in use.

      
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     Manufacturer, Model Year, Model Number, ID Number (e.g., serial or VIN).

      
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     Phone Number: For mobile devices.

      
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     Purchase Date and Value.

      
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     License Number, Expire Date, License State: For vehicles or licensed assets.

      
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     Warranty and Warranty Expire Date.

      
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   Select the asset Status:

    
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     O – Available: Ready for assignment.

      
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     1 – Unavailable: Checked out or unavailable.

      
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     2 – Disposed: Asset no longer in use (set manually).

      
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    Add notes in the Status Memo field if needed.

     
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    Review the Assigned To section to see the current or last assigned resource.

     
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    Click Save.

     
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History Tab:
 Tracks all previous assignments, check-in/check-out dates, and memos about condition, accessories, or other details.