Guide to Managing Assets: Deletion, Return, Release, and Updates

Introduction:
Effective asset management ensures control and accountability over company resources. HRStop simplifies these tasks through the Control Panel, allowing for easy asset deletion, returns, updates, and releases. Here's how you can efficiently manage assets at each stage.

How to Delete an Asset Category

Introduction:
Deleting asset categories helps keep your system organized by removing outdated or unused categories.

Steps:

1. Log in and navigate to the Assets section in the Control Panel.
2. Click on Asset Categories under the Company Assets header.(top right corner)
3. From the list, select the category you wish to delete and click on Delete .

Conclusion:
Deleting unused categories ensures that only relevant categories remain in the system, keeping it organized. Contact us for assistance if needed.

How to Delete an Asset

Introduction:
Deleting assets that are no longer in use or are being disposed of ensures an up-to-date system.

Steps:

1. Navigate to the Assets section from the Control Panel.
2. Under the Company Assets header, you'll see all assets listed.
3. Browse the list of assets and click on the one you wish to delete.
4. Click on Delete  next to the asset name.
5. For bulk deletions, select multiple assets, click the Actions dropdown, and choose Delete. 

Conclusion:
This ensures that only active, relevant assets are listed, keeping your records accurate and up-to-date.

How to Request the Return of an Asset

Introduction:
Return requests can be made when assets need to be returned by employees or to the inventory.

Steps:

1. Log in and navigate to the Assets section in the Control Panel.
2. In the Assets section, locate the asset to be returned.
3. Click Request Return next to the asset.
4. Enter the Expected Return Date, provide a reason in the Comments section, and click Request Asset to submit.

Conclusion:
This feature simplifies the process of requesting asset returns and enables you to track the return status for timely follow-up.

How to Change the Return Date for an Asset

Introduction:
Occasionally, the expected return date of an asset may need to be adjusted.

Steps:

1. Log in and navigate to the Assets section in the Control Panel.
2. Navigate to Company Assets and select the asset whose return date needs updating.
3. Click Change Return Date.
4. In the popup, enter the new Expected Return Date, add a reason, and click Update.

Conclusion:
This feature helps you keep asset return dates accurate and in sync with real-time circumstances.

How to Release an Asset

Introduction:
Releasing an asset updates its status when it’s ready to be returned to inventory or reassigned to another employee.

Steps:

1. Log in and navigate to the Assets section in the Control Panel.
2. Go to Company Assets and select the asset you wish to release.
3. Click Release next to the asset.
4. In the popup, enter the Return Date, select the Life Stage (e.g., Working, Not Working, New, etc.), and add a reason in the Comments section. Click Release to confirm.

Conclusion:
Releasing assets ensures their status is updated, allowing them to be reassigned or disposed of properly.

How to Update the Life Stage of an Asset

Introduction:
The life stage of an asset reflects its current status, such as in use, under maintenance, or retired. This helps track the asset's lifecycle.

Steps:

1. Log in and navigate to the Assets section in the Control Panel.
2. Go to Company Assets and locate the asset you want to update.
3. Click the Actions dropdown and select Update Life Stage.
4. In the popup, select the appropriate life stage (e.g., In Use, Maintenance, Retired) and click Update.

Conclusion:
Updating the life stage ensures accurate tracking of each asset's current condition and its lifecycle progress.

How to Bulk Update Assets

Introduction:
Bulk updating allows you to efficiently make changes to multiple assets, such as changing life stages or updating asset details.

Steps:

1. Log in and navigate to the Assets section in the Control Panel.
2. In the Assets section, click on the + Add Asset dropdown and select Bulk Update Assets.
3. Download the Sample CSV File, fill it with the necessary asset details, and save.
4. Upload the edited CSV file, select the correct date format, and click Upload to complete the update.

Conclusion:
Bulk updating is an efficient way to manage multiple asset records at once, saving time and improving accuracy. Contact support if you need help.