Company Assets (Asset Management and Transactions)

Company Assets (Asset Management and Transactions)


Asset Management and Transactions

Company Assets>>Asset Transactions>>Asset Requests

How to request an Asset via the Company Asset Module




Asset Request

The Asset Request screen allows persons to request the Company assets via the Employee Self Serve How to request an Asset via the Employee Self Serve , Manager Self Serve or through their Asset manager.

The Company Asset Module allows for the application to stand on its own where a manager does not need access to the Company Asset Module and they can approve request sent in from the employee via the employee self serve using the Manager's self serve.

In order to request an asset it MUST BE link to either the Employee, Manager or Asset Manager that was set up in Asset Item How to set up an Asset Item in order for one of these persons listed to be able request


Request an Asset



If an employee wishes to apply for an Asset via the Company's Asset Manager the Asset Manager can use the Asset Request screen.

The Asset manager will then go into the HR Plus application to Asset Request and select New Record and enter the employee's information as well as how much was requested and how much was approved and save.


Home>>My Benefit>>Company Asset

Assets: How do I Request an Asset?




Company Assets

An employee needing to request and Asset can do so via their employee Self Service Screen.

Once the asset an employee is requesting is link to their jobs How to set up Job Asset Links or it is flagged that an employee can request in the Asset Items How to set up an Asset Item  


Step 1. Request Assets



To request an Asset via the Employee Self-Serve, select the Request Asset Tab and another screen will open and you select the Asset Item Code you wish to request and how much Assets you are requesting. You can also place any comments relevant to the asset request. The comments field is optional.



Step 2. View Available Pool Asset Items



Once the Company Asset Folder opens the first tab you will see is Available Pool Assets. This will be all the Assets Items that was flagged in the Asset Items folder How to set up an Asset Item that employees can request.



Step 3. View Available Job Asset Items



Under the Company Asset Folder in the Self-Serve the second tab you will see is Available Job Asset Items. This will be all the Assets Items that was flagged to particular jobs in the Job Asset Items folder



Step 4. View Pending Requests



The third tab in the Employee Self-Serve screen would be Pending Request. In this tab you will see all your pending request as well as delete any request that you no longer need.



Step 5. View Rejected/Voided Requests



The Fourth tab you would come across is the Rejected/Voided Request. In this tab you will see all your request that was rejected.





The Employee will also receive a notification in the HR Plus application that their request was

rejected.

Step 6. View Collected Asset Item



The Fifth screen that can be found in the Employee Self-Serve is the Collected Asset Items. Here the employee would be able to view a list of Asset Items that was collected





The Employee will also get a notification in the HR Application

Step 7. View Returned Asset Item



The sixth tab that the employee will see is the Returned Asset Item screen. Here the employee will see a list of all the Assets they have returned.




The Employee would also receive a notification in the HR Plus application.


Step 7. View Lost Asset Item



The last tab that the employee will see in the Employee Self-Serve screen under Company Asset is Lost Asset Items. If the employee has lost any Asset Items it will show up on this screen.




The Employee would also receive a notification in the HR Plus application.

Company Asset>>Asset Transactions>>Employee Asset Transactions

How to use the Employee Asset Transactions




Employee Asset Transactions

On this screen they will be able to manage all the Asset Item adding a New record and entering all the details with regards to the Asset Item How to set up an Asset Item that was assigned to an employee. The Asset Manager will be able to select the relevant transaction type (Assigned/Reserved, Collected, Returned, Lost, Grant Access To or Void) with reference to the Asset Item.


Employee Asset Transactions



View all Employee Asset Transactions



On the Employee Asset Transaction screen the Asset Manager will see a listing of all the Asset Items that are Assigned/Reserved, Collected, Returned, Lost, Grant Access To or Void that was entered previously by themselves or another Asset Manager.



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