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Employee - Equipment (HR Tab)

This screen allows you to track equipment that has been assigned to your employees, or that is in their possession. You can create track all types of company equipment from tools and hardware to phones and electronic devices.

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Common Buttons

Visit the Button Descriptions help page to view detailed descriptions of each button that appears on your screen (whether in the Button Bar at the top of the table, or in the table itself). Note: If a button's text appears in a Grey color, either the command is not applicable to the current screen, or its function has already been applied (e.g. some items can only be added once, therefore the New button will be unavailable on certain screens after it is used).

Sample command buttons


The following section displays help for the various cells and columns shown in the main table on this screen. If you see a help description on this page for a column that does not appear on your screen, you can add the additional column to your view by using the Customize option under the Views button (located at the left side of the screen just above the main table). Refer to the Customize View help page for more help on this feature.


Completion Date

Use this cell to specify the date that the equipment was returned. You may either enter a date in the cell using the mmm/dd/yyyy format (e.g. if the date is August 31, 2018, you would enter Aug/31/2018). You can also specify a date by selecting the Calendar icon and choosing a date from the pop-up window that appears.

Details

Use this cell to enter details that describe the equipment. Selecting the link opens the Equipment Description Details window where you can enter details as needed. You can also paste content into the window from another program (word processor, email, etc.).

Documents

This cell is used to upload and manage documents that relate to the current row item. This can include PDFs, word processing documents, spreadsheets, images and so on.

Manage - Choose this button to open the Documents window that allows you to manage the documents that are associated with this item. You can use the various options in the window to add, view, and remove documents. Each time you add a document, the name of the file will appear in the window's table, along with the date and time it was added.

The table in the center of the window display the names of each file that currently resides in the management window. To select a file for viewing or removal, simply click on its name.

Employee No.

This uneditable cell displays the the unique number that identifies the employee as defined in the HR Employee Setup screen.

Equipment

Use this cell to specify the type of equipment that is being recorded. The drop down menu shows the available equipment types as defined in the Equipment screen (accessible via Employer HR - Equipment command). Refer to the Equipment help page for more information on how these items are created.

Given Name

This uneditable cell displays the employee's first name (also referred to "given name" or "personal name") as defined in the HR Employee Setup screen.

Required Date

Use this cell to specify the date that the equipment is to be returned. You may either enter a date in the cell using the mmm/dd/yyyy format (e.g. if the date is August 31, 2018, you would enter Aug/31/2018). You can also specify a date by selecting the Calendar icon and choosing a date from the pop-up window that appears.

Status

Use this cell to specify the status of the current equipment record. The two options are Required and Completed.

Surname

This uneditable cell displays the employee's surname as defined in the HR Employee Setup screen.

Type

Use this cell to enter a brief description of the equipment's type. For example: "Factory - Portable Drill" or "Sales - Laptop".