Paypack Documentation

Assets > Asset User List

Overview

The Asset User List offers a consolidated view of assets assigned to individual users within the system. It provides essential information such as the employee ID, employee name, asset category, asset image, asset name, asset code, assigned quantity, and returned quantity. Through this list, administrators can efficiently track asset allocations, monitor usage, and manage returns. The list is designed to streamline asset management processes, allowing users to easily view and access asset details, facilitating effective inventory management and ensuring optimal resource utilization.

Additionally, the list enables quick navigation to specific asset details and facilitates actions such as viewing asset information and initiating asset return processes through intuitive dropdown menus.

Adding Asset User:

To assign assets to users, follow these simple steps:

Select User (Employee): Choose the employee from the dropdown list to whom you want to assign the asset. This ensures that the asset is allocated to the correct individual.
Asset Location: Pick the location where the asset will be used or stored. This helps in tracking the asset’s whereabouts and ensures proper management.
Asset Name: Select the asset from the dropdown list that you wish to assign. This ensures clarity about the specific asset being assigned.
Assign Quantity: Enter the number of units of the asset being assigned to the user. This helps in maintaining accurate records of asset distribution.
Remark (Optional): If there’s any additional information or note related to the asset assignment, you can mention it here.
Save: Once you’ve filled in the necessary details, click the “Save” button to assign the asset to the selected user.

Asset Return Guidelines:

To return an assigned asset, follow these straightforward instructions:

Access Asset Details: Navigate to the Asset User List section and locate the assigned asset.
Update Quantity: If the asset is being partially returned, adjust the quantity accordingly.
Remark (Optional): Provide any relevant information or notes regarding the returned asset.
Save Changes: Click the “Save” button to update the asset return information.

Viewing Asset User List:

To view the list of assets assigned to users:

Navigate to Asset User List: Access the Asset User List section within the platform.
View Details: You can see the details of each assigned asset, including user, location, asset name, quantity, and remarks.

Filtering, Searching, and Sorting:

Filtering: Use the search bar to find specific assets based on employee ID, name, or asset details.
Searching: Utilize the search bar to quickly find specific assets by entering keywords or asset names.
Sorting: The table can be sorted by clicking on the column headers, allowing you to arrange assets based on employee ID, name, category, assigned quantity, returned quantity, or action.

Adding Asset User List:

To add a new asset to the inventory, follow these steps:

Access the Add New Asset User Form: Click on the “Add New Asset User” link provided within the HR & Payroll Software.

To assign assets to users, follow these simple steps:

Select User (Employee): Choose the employee from the dropdown list to whom you want to assign the asset. This ensures that the asset is allocated to the correct individual.
Asset Location: Pick the location where the asset will be used or stored. This helps in tracking the asset’s whereabouts and ensures proper management.
Asset Name: Select the asset from the dropdown list that you wish to assign. This ensures clarity about the specific asset being assigned.
Assign Quantity: Enter the number of units of the asset being assigned to the user. This helps in maintaining accurate records of asset distribution.
Remark (Optional): If there’s any additional information or note related to the asset assignment, you can mention it here.
Save: Once you’ve filled in the necessary details, click the “Save” button to assign the asset to the selected user.

Asset Return:

Access the Asset Return: Click on the “Asset Return“ link provided within the HR & Payroll Software.

Return Date
- What to Do: Pick the date you are returning the item.
- How: Click on the date field and choose the correct date from the calendar.
- Example: If you are returning the item on June 5, 2024, select June 5, 2024.
Return Quantity
- What to Do: Enter the number of items you are returning.
- How: Click on the quantity field and type in the number.
- Example: If you are returning one chair, enter 1.
Return Remark
- What to Do: Write any comments or reasons for returning the item.
- How: Click on the comment box and type your remark.
- Example: “Returning the chair because it is uncomfortable.”
Submit the Form
- What to Do: Once all fields are filled out, submit the form.
- How: Click the Return Confirm button to finalize the return.

User Asset Details:

Click on the Three Virtical Dots Then Click “View” link provided within the HR & Payroll Software.

4. Searching data

To search for a specific data:

Use the search bar at the top of the table.
Type in keywords related to the data you are looking for.
The table will automatically filter to show matching results.

5. Sorting data

To sort the data:

Click on the column headers (e.g., Category Name, Description, Created, Status).
The table will sort the categories based on the selected column in ascending or descending order.

6. Exporting Report

To export the list:

Export to PDF: This feature allows you to save the asset inventory list as a PDF file. It’s like making a digital copy of the list that you can open and view using PDF reader software. This is useful for sharing the inventory with others or keeping a record for future reference. Just click on the “PDF” button, and the system will generate the PDF file for you to download and save on your device.
Export to Excel: This feature enables you to save the asset inventory list as an Excel spreadsheet. It’s like creating a table of all the assets that you can easily edit, analyze, or organize using spreadsheet software like Microsoft Excel. Simply click on the “Excel” button, and the system will create an Excel file containing the inventory data for you to download and use as needed.

Security and Permissions

User Permissions:
- Access to the Add, Update, Delete, View feature may be restricted based on user roles and permissions. Ensure that users have the necessary rights to update information.
Data Security:
- Protect sensitive information by limiting access to authorized users only.

Troubleshooting

Validation Errors:
- Ensure that all required fields are filled out correctly to avoid validation errors when saving the changes.
Network Connectivity:
- If you encounter issues while updating information, verify that your network connection is stable and functioning properly.

Summary

The Add, Update, Delete, View features in the Action Menu provides a simple and efficient way to manage and maintain accurate company information within PayPack. By enabling users to make updates as needed, this feature ensures that the system remains aligned with the current state of your organization. Utilize the Update feature to keep your details up-to-date and relevant, supporting better decision-making and communication within your organization.