In HRSimplified, asset managers can efficiently approve orders submitted by employees and automatically convert those requests into assets. This guide explains how to approve orders and create assets from them in a seamless process.

Steps to Approve an Order: #

1. Navigate to the Orders Submitted Section #

• Log in to your HRSimplified account and go to HR Administration > Asset Management.
• Under Orders, select Orders Submitted to view pending employee requests for parts or accessories.

2. Assign the Order to an Asset Manager #

• Locate the order and use the Assign To drop-down to select the appropriate asset manager with the Asset Manager role.
• The assigned asset manager will be responsible for reviewing and processing the request.

3. Process the Order #

• Once assigned, click the Process Selected Orders button at the top of the page.
• This action moves the order to the Orders Approved section.

4. Create an Asset from the Approved Order #

• In the Orders Approved section, click the Actions button next to the approved order.
• Select Create Asset from the menu.
• A shortcut modal will appear, allowing the asset manager to complete the required fields for the new asset (e.g., asset type, serial number, purchase date).
• Once created, the asset will automatically be allocated to the employee who made the original request.

Conclusion: #

By approving orders and creating assets directly from requests, HRSimplified makes asset management efficient and straightforward. This functionality ensures that employees receive the assets they need quickly while keeping the asset allocation process organized.