Lend an Asset to an Employee

Overview
Assign assets temporarily—track who has what and expected return dates.

Steps

1. In Assets, click Action → Lend (or open View and choose Lend).

2. Select the Employee from the dropdown.

3. Enter Date Given and Estimated Date of Return.

4. Add any Notes (e.g. “For project X”).

5. Click Save; asset status flips to “Lent.”

Tips

• Set return reminders in your calendar for high‑value items.

• Use descriptive notes to clarify purpose and condition at checkout.

Troubleshooting

• Employee not listed? Make sure the user exists in HR → Employees and has Active status.

• Cannot lend “Unavailable” asset? Change status back to Available or complete outstanding return first.