Assets & inventory
Transfer an asset to another employee
Admin/HR: transfer an assigned asset's custody to another active employee.
What this does
Admin/HR: move an asset's active custody from its current employee to another active employee.
Before you start
The asset must be Assigned. Select an active employee to receive it.
Steps
- Open the assigned asset from Assets using Edit asset.
- In Assignment & Location, select the new employee under Transfer To. Update Expected Return, Condition, or Custody Notes as needed.
- Select Transfer.
Result
Custody is assigned to the selected employee and the previous assignment is closed in custody history.
Related/Next guide: View asset custody history.
Related articles
- Assign an asset to an employeeAdmin/HR: record custody by assigning an available asset to an active employee.
- Return or unassign an assetAdmin/HR: close an active assignment and record the asset's return condition.
- View asset custody historyAdmin/HR: review an asset's assignment, transfer, and return records.