Assign an Employee to an Asset Item

You can assign employees to asset items in the Equipment hub, which allows you to track who is using an asset item and is responsible for it.

This applies for asset items only. You cannot assign employees to equipment items in the Equipment hub.

To assign one or more employees to an asset item:

1. From the Navigation menu, click Hubs > Equipment.
2. On the Equipment form, use the Search field to select an existing asset item or click New on the toolbar to create a new asset item.
3. On the Equipment form, click the Assignments tab.
4. On the toolbar of the Employee Assignments grid, click the Associate option.
5. In the Employee lookup, select one or more employees to assign to the asset item, and click the Select button. Each employee that you selected prefills in a row in the Employee Assignments grid on the Assignments tab.
6. In the row for each employee in the Employee Assignments grid:
   • Be sure that the Assigned check box is selected.
   • In the Assigned Date field, enter the date on which the asset item was assigned to the employee. The current date prefills in this field, which you can change.
   • Enter address information to identify the location of the asset item, including the office and floor.
7. On the Equipment form toolbar, click Save. The asset item that you just assigned to the employee now displays on the Assets tab in the Employee hub for the employee.