Help SitePersonnel ManagementPersonnelOnboardingStep 3: Setup Job Assets link (Optional)

Step 3: Setup Job Assets link (Optional)

Personnel >> Setup >> Jobs >> Expand Selected Job Record >> Job Assets Link

Job Assets Link

This link allows you to indicate which assets should be allotted to the employee upon their onboarding into a specific job in the organization. When the employee is hired into  the company and is given permission to the onboarding feature in the Self Service module, they will see the asset that they have been assigned.

How it works:

  1. Setup Company Assets Module ( Note that the Company Assets module must be purchased and setup as a pre-requisite.)
    1. Setup the Assets required for the Job that an employee is being hired into.
    2. Assign an Asset manager to the Asset Group. (Note that when the onboarding checklist is generated for the employee, the Asset Group manager will receive a notification to assign the asset to the new employee.)
    3. Ensure the Asset group manager is given permission to the Asset module.
  2. Create new Job-Asset link
  3. View details of Job linked to Asset.
  4.  The Company Asset Manager is assigned as the person responsible for one of the Onboarding Tasks for a particular job.
  5. When the Employee Onboarding Checklist is generated for the new employee, the Groups Asset manager will be sent a notification to assign the asset to an employee.
  6.  When the new hire logs into the onboarding screen, they will be able to see the assigned assets.

Step 2: Select Asset to be Linked to Job

Step 3: View details of Asset linked to the Job

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