How to add assets to an employee (Individually & Bulk) ?

Managing assets is crucial in any organization. Keka simplifies asset management by allowing you to assign assets to employees either individually or in bulk. Here’s how you can do both.

Assigning Assets Individually

1. Search for the Employee: Use the search bar to find the employee you want to assign the asset to, then open their profile.

2. Navigate to the Assets Tab: Click on the Assets tab in the profile.

3. Assign Asset: Click on Assign Asset to open the assignment page.

4. Select Asset Details: Choose the Asset Category, Asset Type, and Location, then click Assign Asset.

5. Provide Assignment Details: Enter the date when the asset is assigned. Optionally, you can add the asset condition, an asset image, and a note.

6. Click Assign: Once everything is set, click Assign to finalize the asset assignment.

Note: Asset images can only be added when assigning assets individually.

Bulk Assigning Assets to Employees

1. Go to Org Section: Navigate to the Org tab in Keka.

2. Access Asset List: Go to the Assets tab and click on Asset List.

3. Bulk Add/Update Assets: Click on Bulk add/update assets to begin the process.

4. Download Excel Template: Click on the Excel Template link to download the template.

5. Fill in the Template: Add all necessary asset details in the Excel sheet.

6. Upload the File: Once the template is filled, click Upload Excel File to upload the updated file.

7. Match Columns: In the next step, match the columns and ignore any columns you don’t need.

8. Preview & Complete: Review the preview of the data and click Complete to finalize the bulk assignment

.By following these steps, you can easily assign assets either individually or in bulk, helping you manage asset distribution efficiently.