Manage Inventory Profiles

Modified on Thu, 4 May, 2023 at 12:28 PM

Inventory Profiles

An Inventory Profile tracks custom information within the HR solution.

Once Inventory Profiles are configured at the company level, inventory items can be assigned to employees. Inventory details can then be tracked.

Add New Inventory Items to an Employee Profile

The inventory profile contains the fields to be tracked for an inventory item.

To add new inventory items, such as a gift card or an immunization record to an employee record, the inventory profile must have already been created at the company level.

Navigation: Menu > Team > HR > HR Maintenance > Inventory

From the Inventory Profiles page, select the applicable inventory profile to update.
Select Add New. An employee selection window appears.
At the Employee field, select the Browse icon. The Employee Lookup window appears.
Select the applicable employee and then select Save.
Enter the Inventory Item information in the applicable fields.
Select Save.

Update Existing Inventory Items

Manage the inventory items on the employee profile.

Update information or data in the company specific tracking columns.

Navigation: Menu > Team > HR > HR Maintenance > Inventory

From the Inventory Profiles page, select the applicable inventory profile to update.
From the Employee Inventory Item page, select the View Employee Inventory Item icon for the applicable employee.
View or update the data in the applicable fields.
Select Save.

Note: Employee Inventory Items are located on the HR Tab in the Employee Profile. To view the information, each company specific named Inventory Profile widget needs to have been added. Select Edit Tabs to add the appropriate widgets.