Track company equipment and charge for loss or damage

Open the Asset Register

Select Assets in the sidebar. The Asset Register lists each item's Code, Name, Type, Brand/Model, Condition, Status, who it is Assigned To and its Branch. Filter by Type or Status. The buttons at the top open Equipment Types, Requests and Charges.

Set up equipment types

1. Select Equipment Types, then Add Type.
2. Enter a Type Code and Type Name. A Description is optional.
3. Keep Active ticked and select Save.

Add equipment

1. On the Asset Register, select Add Equipment.
2. Choose the Equipment Type and enter the Asset Name. Leave Asset Code blank to have one generated.
3. Add the Brand, Model and Serial Number.
4. Set the Condition: Good, Fair, Poor, Defective or Retired.
5. Set the Status: Available, Assigned, UnderMaintenance or Disposed. Choose who it is Assigned To and the Branch.
6. Add the Purchase Date, Purchase Cost and Current Value if you track them, and any Notes.
7. Select Save.

Use the edit button on a row to change an item later.

Handle an equipment request

Select Requests. The filter buttons are Pending, ApprovedBySupv, Fulfilled, Rejected, Returned and All. For an approved request, select Issue, choose the equipment and add remarks. To decline a request, select the reject button and enter the remarks.

Charge an employee for damage or loss

1. Select Charges, then Create Charge.
2. Choose the Equipment and the Employee Charged.
3. Choose the Charge Type, Damage or Loss, and the Incident Date.
4. Enter a Description and the Assessed Amount.
5. Select Create Charge.

A new charge is Pending. Select Apply and confirm to apply it to payroll. A payroll deduction is created and the employee is notified. Select the waive button and confirm to close the charge without a deduction.

Related

• Offboarding and clearance for a departing employee
• Add payroll adjustments