Assets

The Assets Module in Pletox HRMS is designed to manage and track company assets assigned to employees. It serves as a centralized system to maintain asset records for compliance, and accountability.

This module allows organizations to:

• Record assets provided to employees

• Track assignment, due dates, and returns

• Control access based on employee roles and permissions

• Import and export asset data for reporting and audits

The Assets module is access-based, with clearly defined permissions for Super Admin and Employees.

Super Admin Access & Workflow:

Super Admin Permissions:

By default, the Super Admin has full access to the Assets module.

Super Admin can:

• View all assigned assets

• Create new asset entries

• Edit existing asset records

• Delete asset records

• Import assets in bulk

• Export asset reports

Super Admin Workflow

Accessing the Assets Module

1. Login as Super Admin

2. Navigate to Assets module from the main menu

Assign Asset Process

1. Click on the Assign Asset button

2. An Assign Asset dialog box will open

   
3. Enter the following details:

Mandatory Fields

• Employee Name – Selects the employee to whom the asset is being assigned.

• Given Date – Date on which the asset is issued to the employee.

Additional Fields

• Asset No – Unique identification number of the asset.

• Asset Name – Name or type of the asset being assigned.

• Description – Additional details or notes about the asset.

• Due Date – Expected return date of the asset.

1. Click Add to complete the process

The asset will now be linked to the selected employee and visible as per access permissions.

Assets Module Header Options (Super Admin)

At the top of the Assets module, Super Admin can see:

• My Self View own assigned assets

• My Team For Super Admin, all employees fall under the team, so all assigned assets are visible here

• Export Button – Download asset report

• Import Button – Upload assets in bulk

  Import Assets (Bulk Upload)

  1. Click on Import button

     
  2. Choose on your Assets File.

  3. Click Import

  4. All asset entries will be created in bulk based on the uploaded file

Filters Available

Super Admin can filter asset data using:

• Search – Filters asset records using keywords.

• Given Date – Filters assets based on the asset issue date.

• Return Date – Filters assets based on the asset return date.

• Employee – Filters assets for the selected employee.

• Company – Filters assets based on the selected company.

• Location – Filters assets based on the selected location.

• Department – Filters assets based on the selected department.

• Group – Filters assets based on the selected group.

• Category – Filters assets based on the selected asset category.

• Clear Button – Resets all applied filters and displays the full asset list.

Employee Access & Permissions

Employee Permission Configuration

Employee access to the Assets module is fully configurable and controlled through individual permission toggles.

How to Give Asset Access to an Employee

1. Go to Settings

2. Navigate to Organization

3. Select Employee.

4. Open the specific employee’s Edit section

   
5. Go to the Permissions tab

   
6. Under HR Settings, locate Assets

7. Enable the required permission toggles

Available Permission Toggles

Each permission works independently. Employees can perform only the actions that are enabled.

View Permissions.

• View (My Self) – View only own assigned assets

• View (My Team) – View assets of team members

• View (My All) – View assets of all employees

Action Permissions

• Create – Assign assets

• Edit – Modify asset details

• Delete – Remove asset entries

After enabling the permission, click the Save button located at the bottom of the permission page to apply the changes.

Employee Workflow (Based on Permissions)

• Employees can access the Assets module only if enabled

• Visible records depend on the View permissions

• Employees can:

• View assets

• Assign assets (Managers can assign assets to their team members.)

• Edit asset records

• Delete asset records only if the respective toggle is enabled

Employees without Create/Edit/Delete access will have view-only access.