Managing Employees

The Employee Management feature allows you to track which employees have custody of your assets. This feature requires a Premium+ tier subscription.

Adding Employees

To add an employee:

Navigate to Employees in the main menu
Click Add Employee
Enter employee details including name, email, phone, and department
Optionally add employee ID, job title, and hire date
Click Save

Assigning Assets to Employees

Assets can be assigned to employees in two ways:

From the Asset: Edit an asset and select an employee in the "Assigned To" field
From the Employee: View an employee and use the "Assign Asset" button

Employee Documents

Store important employee documents such as:

Equipment acknowledgment forms
Training certifications
Signed custody agreements
ID copies and licenses

Employee Status

Employees have the following statuses:

Active: Currently employed and can have assets assigned
On Leave: Temporarily away from work (vacation, sick leave, etc.)
Inactive: Discretionary status for employees on an extended or unknown period of absence
Terminated: Employment has ended and assets should be recovered

Asset Recovery and Offboarding

When an employee leaves the organization:

Navigate to the employee's profile
Click Start Asset Recovery
Review all assets currently assigned to the employee
Mark each asset as recovered, noting its condition
Complete the recovery session once all assets are accounted for
Update the employee status to Terminated

This creates an auditable record of asset recovery during offboarding.