One you have created an inventory of assets in CakeHR, these assets can be assigned to employees. Once assigned, you can return the assets too can be when an employee has given them back in real life..

Give asset to an employee

Option 1 - via Asset settings

  1. Click on your name in the top right, then click settings.
  2. On the settings menu, click ASSETS, then click Inventory.
  3. Under Actions on the relevant asset, click GIVE.
  4. Select who you want to give the asset to.
  5. Select date asset was or is going to be given.
  6. If required, enter a comment.
  7. If required, select Notify employee by email.
  8. Click GIVE.

Option 2 via employee profile

  1. Go onto an employee's profile.
  2. On the profile menu, click ASSETS.
  3. Click GIVE ASSET.
  4. Select which asset you want to give to the employee.
  5. Select the date they were given or are going to be given the asset
  6. If required, enter a comment.
  7. If required, select Notify employee by email.
  8. Click GIVE.

Return asset from an employee

Option 1 - via Asset settings

  1. Click on your name in the top right, then click settings.
  2. On the settings menu, click ASSETS, then click Inventory.
  3. Under Actions on the relevant asset, click RETURN.
  4. Select date returned.
  5. If required, enter a comment.
  6. If required, select Notify employee by email.
  7. Click RETURN ASSET.

Option 2 via employee profile

  1. Go onto an employee's profile.
  2. On the profile menu, click ASSETS.
  3. Alongside the relevant asset, click the RETURN button.
  4. Select the date asset was returned.
  5. If required, enter a comment.
  6. If required, select Notify employee by email.
  7. Click SAVE.

📌TIP: You can view an Employee Data report to see which assets have been given out.

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