Give equipment to an employee, hand it over or get it back

Give an item to an employee

1. Open Assets and click the item.
2. Click Assign.
3. Pick the employee in To.
4. Check the date in On. Set a Due back date for a loan.
5. Choose the Condition and add a Note if you want.
6. Click Assign.

The item becomes Assigned, and the employee’s record lists it under Assets.

Hand it over to someone else

1. Open the item.
2. Click the menu at the top right and choose Hand over.
3. Pick the new person and click Hand over.

The first person’s period ends today and the new one starts. You don’t need to return the item first.

Get it back

1. Open the item and click Return.
2. Check the Returned on date, write where it goes in Back to, and choose its Condition.
3. Click Return.

The item becomes Available. You can also return it from the employee’s record: see Assets when an employee leaves.

Repairs, losses and retired items

In the menu at the top right of the item:

• In repair: the item is away. Its holder stays the same. Choose Back in use when it comes back.
• Mark as lost or Retire: the item leaves the list and its holder’s period ends. It stays in the records, with its history.

See who had an item

Open the item and its History tab: every person, with the dates they had it, the newest first.

Common questions