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Property Management

Property Management

Estimated reading time: 25 min

Introduction

Your HR software can keep track of different types of property including parking passes, access badges, electronics, and equipment. In this article you will learn to create categories for different types of property, assign property to employees, and mark property as returned.

Adding Property Category Types

To set up Property Management start by clicking HR Admin on your HR Dashboard.

Select ‘Property Category’ from the ‘Property/Asset Management’ dropdown menu.

When the ‘Property Category Types’ window opens, click on the ‘New’ button.

Under ‘Type Info’, add the ‘Code’ and the ‘Description’ that you want to use for this company property.

By default, the ‘Property Category Type’ will be marked as ‘Yes’ under the ‘Active’ heading.

Click on ‘Save Changes’ or ‘Save & Next Record’.

Example 1:

Example 2:

Your new additions will be listed in the ‘Property Category Types’ menu.

Adding Property Types

Click on MY HR from your HR Dashboard.

Select ‘Property Type’ from the ‘Property/Asset Management’ dropdown menu.

Click on the ‘New’ button.

When the ‘New Record’ window opens, enter the Name, Description, and select the Category Type from the dropdown menu.

The other fields in the window are optional.

Click ‘Save Changes’.

Example 1:

Example 2:

Your new additions will now be listed in the Property Types menu.

Assign Property to Employee

To assign property to an employee, go to your HR Dashboard and type the employee name in the ‘Employee Search Bar’. This will lock into their record.

Click the ‘Employee’ tile and select ‘Property’ from the ‘Employee Maintenance’ dropdown menu.

When the ‘Property’ window opens, click on the ‘New’ button.

Select the ‘Status’ from the dropdown list.

Select the ‘Property Type’ from the dropdown list.

Add a ‘Tag’ if applicable and fill in the ‘Issued Date’.

You may add information under ‘Notes’ if applicable.

Click on ‘Save Changes’.

Now you will see the property issued to your employee listed in the ‘Property’ menu.

Returned/Out of Service Property

Click the ‘Employee’ tile on your HR Dashboard.

Select ‘Property’ from the ‘Employee Maintenance’ dropdown menu.

The ‘Property’ menu will open. Click on the property being returned/inactivated to open it.

The property window will open for that item.

Change the ‘Status’ code to reflect the reason the equipment is no longer in service.

Fill in the ‘Returned Date’.

Fill in the ‘Notes’ field if needed.

Click on ‘Save Changes’.

You will be returned to the ‘Property’ menu where you will see that the ‘Status’ field of the property will be updated.

Questions / Resources
If you have questions or comments please email support@integrity-data.com.

Last Review: 07/26/2022

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