Assigning Employees to an Asset Item

You can assign employees to asset items on the Assignments tab in the Equipment Info Center.

This allows you to track who is using an asset item and is responsible for it. For example, if your firm issues a laptop computer to an employee, you can assign the employee to the laptop asset item.

On the Assignments tab in the Equipment Info Center, you can:

  • Assign one or more employees to an asset item.
  • Enter the date that the asset item is assigned to the employee.
  • Enter address information to identify the location of the asset item, including the office and floor of a building.
  • Enter the recovered date when employees return an asset item that they no longer use.

If you recover an asset item from one employee and then reassign the asset item to another employee, you can see the history of assignments for the asset item in the Employee Assignments grid on the Assignments tab.

On the Assets tab in the Employee Info Center, you can view the asset items that are currently assigned to an employee. When an employee returns the asset item (it is no longer in their possession) and you clear the Assigned check box and enter a date in the Recovered Date field in the grid on the Assignments tab in the Equipment Info Center for that employee, the asset item is removed from the Assets tab in the Employee Info Center for the employee.