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We would like to add our assets to the e ...

Kate Castellani
We would like to add our assets to the employees summary, so that every time we create somebody in the system we can print a complete summary of that profile. Do you think this is something we could do?
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Sophie Waters

Hi @Kate Castellani​ and @Maria Sanchez​ 

 

Thank you for your question!

I'm afraid it isn't possible to add the employee's recorded asset details to the Employee Summary, however these items could be included in the Checklist which does appear on the Employee Summary, otherwise you would need to run a separate report, such as a HR customised report, to capture this data.

 

For further details on creating or adding to the checklist please see the following article: https://fc.force.com/customer/s/article/How-to-Create-Joining-and-Termination-Checklists

 

I hope this helps!

 

Best,

Lucy

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