Assets & inventory

Assign an asset to an employee

Admin/HR: record custody by assigning an available asset to an active employee.

What this does

Admin/HR: assign an available asset to an active employee and record its current condition.

Before you start

The asset must be Available. Select an active employee.

Steps

  1. Open the asset using Edit asset from Assets.
  2. In Assignment & Location, select the employee under Assign To. Optionally set Expected Return, Condition, and Custody Notes.
  3. Select Assign.

Result

The asset becomes Assigned to that employee, and its custody movement is recorded in View History.

Related/Next guide: Transfer an asset to another employee.