Assigning assets to an employee

This section is about asset assignment to an employee.

How to link an asset to an employee?

There are 2 ways to execute this.

  1. Navigate to the specific employee that needs an asset assignment. 
    1. In the employee overview, click on "Assign".
    2. Search on registration number or asset brand name in the drop down "Asset".
      All fields with an asterisk are mandatory. 
    3. If you want to assign another asset to this employee, tick the box “Assign another asset” and follow the process from step B.
      For example: if an employee is entitled to have a personal car, then a fuel card or charging pass also needs to be assigned. 
    4. If step C is not required, click “Assign” to save this new assignment.
      New assignment is created.
  2. Navigate to the specific asset that you want to assign to an employee.
    1. In the asset overview, click on “Assign”.
    2. Search on the employee’s name in the drop down “Modify assignee”. All fields with an asterisk are mandatory.
    3. Click on “Assign” to save this assignment.
      New assignment is created.

How to reassign an asset from employee A to B? 

There are 2 ways to execute this.

  1. Navigate to the specific employee B that receives the asset of employee A
    1. In the employee overview, click on “Assign”.
    2. Search on registration number or asset brand name in the drop down “Asset”. A warn is shown, to inform you that the specific asset is already assigned.
    3. Enter the start date of this asset assignment.
    4. Click on “Assign” to finalize the asset reassignment.
      Reassignment is saved.
  2. Navigate to the specific asset that you want to reassign from employee A to B
    1. In the asset overview, click on “Reassign”.
    2. Search on the employee’s name in the drop down “Modify assignee”.
    3. Enter a start date of this asset assignment. A suggested asset assignment end date for employee B is shown in the asset history.
    4. Click on “Reassign” and double check the details of this reassignment.
    5. If it’s incorrect, click on “Previous” to revise the information.
    6. If it’s correct, click on “Confirm” to save this reassignment.
      Reassignment is saved.

How can I link a card to a vehicle (e.g. LCV)?

Currently it’s only possible to link a fuel card or charging pass to the employee.