Assigning an Asset to an Employee

Use this workflow to assign an unassigned asset from the Asset Pool to an employee — for example, when onboarding a new hire.

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Overview

flowchart TD
    A[Go to Asset Pool] --> B[Find the asset]
    B --> C[Click Assign button]
    C --> D[Select employee from dropdown]
    D --> E[Confirm assignment]
    E --> F[Asset status changes to Working]
    F --> G[Asset removed from Asset Pool]
    F --> H[Activity Log records the event]
    F --> I[Employee asset count updates]

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Step-by-Step

Step 1 — Go to Asset Pool

Click Asset Pool in the top navigation bar. You will see all 6 currently unassigned assets.

Use the category filter tabs at the top to quickly narrow by type:

• All (6) | Laptop (2) | Phone (2) | Monitor (1) | Peripheral (1)

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Step 2 — Find the Asset

Use the search bar to find a specific asset by name, asset ID, or manufacturer.

The table shows:

• Asset ID, Name/Model, Category, Manufacturer, Condition, Status, Cost

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Step 3 — Click Assign

Click the teal Assign button on the right side of the asset row.

A dropdown or modal will appear asking you to select the employee.

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Step 4 — Select the Employee

Choose the team member from the Assign to Employee dropdown.

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Step 5 — Confirm

Confirm the assignment. The system will:

1. Link the asset to the selected employee
2. Change the asset status from Unassigned to Working
3. Remove the asset from the Asset Pool
4. Record an Asset Assigned event in the Activity Log

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Reassigning an Asset

To move an asset from one employee to another:

1. Open the asset detail view (click the asset ID in the Assets table)
2. Update the Assign to Employee field to the new employee
3. Save — the activity log will record the reassignment

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What Changes After Assignment

Location	Change
Asset Pool	Asset disappears from the pool
Assets table	Assigned To column shows the employee name
Assets table	Status changes to Working
Employee profile	Asset count badge increments
Activity Log	New Asset Assigned entry recorded
Dashboard	Unassigned count decreases by 1