Asset master creation and allocation to employees

? Introduction

Asset Allocation refers to the process of assigning or issuing company-owned assets (laptops, mobile phones, ID cards, etc.) to employees.
It helps track ownership, ensures accountability, and maintains records for audits, asset returns, or damage claims.

?️ 1. New Asset Creation Process

1. Login as an Application

2. Navigate to Settings → Masters
   

3. Click on Asset
   

4. Enter the Asset name in Master Title field and Click Save.
   

✅ The new Asset is now added and available for allocation.

?‍? 2. New Asset Allocation Process (Manual Method)

1. Go to Consultant and open employee profile 
   

2. Click on Asset 
   

3. Fill in Asset Allocation details:

   • Select the Asset

   • Add Asset No. (if applicable)

   • Add Issue Date

   • Enter Asset Details (optional)

   • Set Status = Active
     

4. Click Save

✅ The Asset Allocation record will now appear in the list.

? 3. Asset Allocation Process (Bulk Upload Method)

Step 1: Download the Template

1. Go to Consultant → Import Icon → Consultant Detail Import
   

2. Click on Update Consultant Details
   

3. Download the Sample Excel Template
   

Step 2: Fill in Asset Details

1. Open the Excel template

2. Enter the Asset details for each employee
   

3. Save the Excel file in your system

Step 3: Upload and Validate

1. Save the updated file

2. Go to Import Consultant Details from Excel → Update Consultant Details
    

3. Upload your file → Click Validate
   

4. If validation is successful → Click Import

✅ Now navigate to individual employee records or Download Bulk excel of asset mapped details to confirm the asset details are updated.

? Need Help?

For assistance with Asset Allocation or any other feature, reach out to our support team:

? support@staffinggo.in