As a platform admin, you can assign assets to employees in two different ways, depending on your needs:
1. Manually Adding an Asset and Assigning it to an Employee
If you need to add a single asset and link it to a specific employee, follow these steps:
- Navigate to the Asset Management tab in the platform.
- Click on "Add Asset."
- Enter the required asset details, such as serial number, product type, purchase date, and location.
Please make sure to fill in the name in the right format:
Category | Format Title | Example |
---|---|---|
Desktops | <Brand>, <ProductName>, <Processor>, <Year>, <ScreenSize>, <RAM>, <Storage>, <Color>, <ProductType> | Acer, Aspire TC-1760-UA92, 12th Gen Intel Core i5-12400 6-Core Processor, 12GB 3200MHz DDR4, Black, Desktop |
Workstations | <Brand>, <ProductName>, <ProductType> | HP, ZBook Studio G8, Workstation |
Laptops | <Brand>, <ProductName>, <Processor>, <Year>, <ScreenSize>, <RAM>, <Storage>, <KeyboardLayout>, <Color>, <ProductType> | Apple, MacBook Air M1, 2022, 13.3", 8GB RAM, 256GB Storage, AZERTY, Gold, Laptop |
Tablets | <Brand>, <ProductName>, <ScreenSize>", <Storage>, <Color>, <ProductType> | Apple, iPad Pro, 12.9", 256GB, Space Gray, Tablet |
Phones | <Brand>, <ProductName>, <Storage>, <Color>, <ProductType> | Apple, iPhone 12 Pro Max, 256GB, Pacific Blue, Phone |
Monitors | <Brand>, <ProductName>, <ScreenSize>, <Resolution>, <PanelType>, <ProductType> | Dell, U2719D UltraSharp, 27", QHD IPS, Monitor |
Trackpads | <Brand>, <ProductName>, <ProductType> | Apple, Magic Trackpad 2, Trackpad |
Graphic Tablets | <Brand>, <ProductName>, <ProductType> | Wacom, Intuos Pro, Graphic Tablet |
Keyboards | <Brand>, <WirelessType>, <KeyboardType>, <KeyboardLayout>, <Color>, <ProductType> | Logitech, G915 TKL, Wireless, Mechanical Gaming, AZERTY, Keyboard |
- In the "Assigned To" field, search for and select the employee who will be using the asset.
- Click "Save" to finalize the process.
2. Bulk Uploading Multiple Assets Purchased Outside Workwize
Gathering a list of all users and their assets ensures that the assets purchased before Workwize are properly accounted for, giving you full visibility of your asset fleet. It also ensures that retrievals and repairs process can be initiated without delays and performed effectively.
Please follow the below steps:
- Download the provided template and fill in the required details, including asset serial numbers, product types, and the email addresses of the employees who should receive them. The template ensures that all necessary data is captured in a standardised format, making it easier to upload, manage and reintegrate assets.
- Share the filled in template to your CSM. Your CSM will double check that the data is correct and complete and will upload it under your platform.
Template:
Please note that if the email provided does not belong to an existing user in Workwize, a new user account will be automatically created for them, and the asset will be assigned to their profile.
Tip: Can't find the employee? Follow these steps to create an account.
Once the asset is added, both you and the employee will be able to view it under the employee's assets. The credits will be deducted from their budget.
If you need further assistance, don't hesitate to start a chat with us via the Zendesk chat option or visit our Help Center.