Help centre / People and records

Issue equipment and record its return

Keep track of laptops, phones, uniforms and keys: who has what, signed for, and back when they leave.

2 min For HR administrators issue it; staff sign for it What the item is, and its category Who it's going to

Equipment lists every item your employer lends out, who has it, and whether it came back.

Add and issue an item

Step 1: Go to Equipment and press Add equipment.

Done
Step 2: Choose its Category, the Employer that owns it, and its Cost (£) if you know it.

Done
Step 3: Open it and press Issue, choosing who it goes to.

Done
Step 4: They're asked to Sign for it on My equipment.

Done

More detail

Lots of items? Use Import with a CSV file, then press Check the file.

Step 1: Open the item and press Record return, with its Condition.

Done
Step 2: Not coming back?

More detail

Press Mark lost, or Dispose of it when it's worn out.

Done

More detail

When someone leaves, anything they still have shows on their leaver checklist.

It says a kit list still asks for that category

Take the category off the kit list before you stop using it.

It says a loan can't be due back before it goes out

Choose a due-back day on or after the day it's issued.

It says to choose at least one item to issue

Tick the items you're handing over, then press Issue.

I issued the wrong item

Open it and press Cancel or correct it.