TABLE OF CONTENTS

• What is Asset Assignment?
• Why Assign Assets in Keka?
• Pre-requisites
• How to Assign Assets
  • From the Asset List
  • From the Employee Profile
• Asset Assignment Best Practices

What is Asset Assignment?

Asset assignment refers to the process of allocating assets to employees within your organization. This helps keep track of who is responsible for specific assets and enables efficient maintenance, repair, and replacement procedures.

Why Assign Assets in Keka?

Assigning assets in Keka offers several benefits for organizations, including:

• Clear ownership and accountability of assets
• Improved asset tracking, condition monitoring, and maintenance
• Enhanced visibility of asset utilization
• Efficient allocation of resources

Pre-requisites

Before assigning an asset to the employee, please refer below for pre-requisites: 

Adding an asset

How to Assign Assets

In Keka, there are two ways to assign assets to employees: from the Asset List or from the Employee Profile. Let's explore both methods in detail.

From the Asset List

Navigate to Org and select the Assets tab. Select the Asset List tab on this page. 

Select the Asset Category and Asset Type from the available asset categories on the left side choose the appropriate category and type of asset under the asset category you wish to assign.

You can view the following details of the asset type:
1. Asset name
2. Asset ID
3. Location
4. Condition
5. Status
6. Acknowledgement Status
7. Assigned to
8. Warranty expiry status
9. Warranty expires on

Locate the desired asset and click on the three dots (...) under the Actions column. From the options provided, select Assign Asset.

A pop-up will appear, allowing you to select the employee to whom you want to assign the asset. Use the Assign Asset To dropdown to choose the desired employee.

Set the Assignment Date, update the Asset Condition if necessary, and choose whether to Request Acknowledgment from the employee.

Click the Assign button to complete the asset assignment process. The asset will now be assigned to the selected employee.

From the Employee Profile

Use the search bar or employee directory to find the profile of the employee to whom you want to assign an asset.

Within the employee profile, navigate to the Assets tab, and under Assigned Assets click on the Assign Assets button

Select the appropriate asset category and type from the available options.

You can view the following details of the asset type:
1. Asset name
2. Asset ID
3. Asset Category
4. Asset Type
5. Location
6. Asset Condition

Set the Assignment Date, update the Asset Condition if necessary, and choose whether to request acknowledgment from the employee. The Assign Asset To field would be pre-filled with the employee's name

Click the Assign button to assign the asset to the employee. The asset will now be allocated to the selected employee.

Asset Assignment Best Practices

To make the most of asset assignment in Keka, consider these best practices:

• Assign assets to the appropriate employees.
• Ensure employees understand their accountability for the care and use of the assets assigned to them.
• Request acknowledgment from employees to confirm their awareness of their responsibility for the assigned asset.