Company Assets (‌Asset Setup)

Company Assets (‌Asset Setup)


‌Asset Setup

Company Assets>>Asset Setups>>Asset Groups

‌How to set up Asset Groups?‌




Asset Groups

An asset group is collection of assets that share a similar quality.

You can use asset groups to categorize appliances, applications, or individual asset elements by any criteria that you desire.(e.g. A group for vehicles, furniture, stationary etc...)


‌Enter Asset Groups



If the Asset Group is already linked to an Asset Item then the Group Name cannot be deleted.

‌Delete Asset Groups



To delete an Asset Group, select the radio icon (Check box) under delete on the HR Application.



‌How to set up an Asset Item?‌

An Asset Item is any item of value owned by a corporation that can be expressed in cash value.

Navigation: Company Assets >> Asset Setups >> Asset Items



Once you enter your Item Details you can add an Image by clicking Add/Edit Image. Once uploaded Save.



Once the information is saved, you can double click the saved record to enter the Serial Number of the Items.

You can enter each serial number separately. Once the record is saved you can double click the record and enter each serial number separately. (There is also a template you can download, fill out and upload)


Company Assets>>Asset Setups>>Asset Manager

‌How to set up an Asset Manager




An Asset Manager manages the assets of your company.

You can set up as many manager as you like in the organization. If you set up multiple mangers, each

manager will have to individually manage their departments.

‌Set up An Asset Manager



‌Delete an Asset Manager



To delete an Asset Manager, Double click the record and when the pop up box opens, go to the bottom of the box and select the X.


Company Assets>>Asset Setup>>Asset Manager(s)>>[+]

How does it work?

To assign an Asset Group to an Asset Manager:

  1. Simply click on the plus sign next to the Asset manager's name and from the drop box select the groups you wish to assign.

  2. If you are not seeing any Asset Groups, you can go back to the Asset Groups tab in the menu and set

up your Asset Groups How to set up Asset Groups.




Linking Asset Groups to Asset Managers

If your organization has multiple Asset Managers you can assign certain Asset Groups to each individual Manager in the application.






‌Delete an Asset Group Linked to an Asset Manager



To delete an Asset Group that was linked to an Asset Manager. Select the radio icon next to the Asset Group and submit.


Company Assets>>Asset Setup>>Job Asset Links>>[Select Job]>>[+]>>[New Job Asset Item

Link]


How does it work?

1. To do this, click the plus sign next to the job/s that you want to link assets too

2. Select the NEW ASSET ITEM LINK and from the Asset Item Lookup select all the Asset Items that would be needed for this job and save.


3. If you are not seeing an Asset Item you can go back to the Asset Item folder in the setup and add your asset Items How to set up an Asset Item .

4.You can add as many Asset Items to a job as required.

.







Job Asset Links

The Job Asset Links allows you can link all the Assets Items that an employee would need in a particular job.







Personnel>>Setup>>Organization>>Structure>>Jobs>>[+]>>Job Asset Links>>New Job

Asset Item Link



You can also set up Job Asset links via the Personnel module.




Payroll>>Maintenance>>System Defaults>>General Codes>>Jobs>>[+]>>Job Asset

Links>>New Job Asset Item Link



You can also set up Job Asset links via the Payroll Module.






To delete an Asset Item that was linked to a job. Select the plus sign next to the job you wish to delete the Asset/s Items assigned. Double click the record you wish to delete and select the X at the bottom to delete.


Company Assets>>Asset Setup>>Asset Options

‌How to set up Asset Options




Asset Options

The Asset Options screen allows you to set up the assets your employees would be able to view. This can be set up for the entire company or by staff type.

You can set up the Asset options where your employees can view all the Company Assets How to set up an Asset Item or only the Job Assets How to set up Job Asset Links that was assigned to them or they can view both Company Assets and Job Assets.


‌Set Up Asset Options



‌Delete Asset Options



To delete an Asset Option select the Radio Icon next to the Asset Option and submit.



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