INTRODUCTION TO

ITEMS & ACCESS

Welcome to Items and Access

With Zenegy HR - Items and Access, you can keep track of the units and access your employees have been put at their disposal. You can also set requests for new items or access. The system will keep track of the requests and who is to approve them.

The process is automatically carried out and as an employee, manager or administrator, you will constantly be updated on the steps of the order process, and which equipment is allocated to each employee.

 

 

Requests

At Requests you will find a summary of all current requests. You can filter the summary by using the drop-down menu at the top, and you can set up new requests in the upper right corner. 

You can also start the processing of a request by clicking "Execute". You can see all details related to a request by clicking the small triangle at the end of each line. 

 

Set up request

When you set up a request, you'll start by choosing the name of the employee. 

You will also have the opportunity to add a note that specifies your wishes for the requested item or access. 

Afterwards, you should go to "Choose categories". You'll click on "+" to select the single categories you want to be included in the request. 

Your selections are now visible under "Chosen categories". In case you wish to delete any of the categories, you simply click on "-". Remember to click "Save" in the upper right corner, once the request is ready. 

The different items and access will be set up by your administrator at a later point in time during the processing of your request by clicking the tab "Execute" under each request. 

 

Request details, allocate items to employees

When you choose to start the processing of your request by clicking the tab "Execute", you'll reach the screen print "Request details". 

This is where you allocate items and access to the individual employee. If you have any items or access in stock, it will appear on the summary and you can allocate these directly to the employee.

If there are no items or access in stock, you can set up new items or access by clicking "Set up item", once you've bought the item and are ready to hand it out. You can read more about the set-up of items below under "Items and Access". 

 

Items and Access

Here you have a summary of all items and access. You can filter the summary by using the dropdown menu at the top, and you can set up new items and access in the upper right corner. 

 

Set up an item or an access

As an administrator, you can set up and edit items and access. Beware of the fact that certain categories of items and access demand that you fill out extra information in the lower right corner. You click "Unfold" to see these fields. 
Remember to click "Save" in the upper right corner, once the item or access is ready. The items will be set up on the page and will be allocated to the employees under the menu item "Request".

 

Categories

Here you'll get a summary of all categories. You can filter the summary by using the dropdown menu at the top. 

As an administrator, you can set up new categories in the upper right corner. The categories are set up on the page and will be allocated to the individual items and access under the menu item "Items". 

Set up or edit categories

Here you can set up or edit a category. The system has two levels of categories: category and supercategory. You decide whether you wish to make use of both levels of categories. 

In order to set up a new supercategory, you will first need to set it up as a regular category without adding a supercategory. Afterwards, you will be able to find it in the dropdown menu under the headline "Supercategory" and add new categories below it. 

Remember to click "Save", once the category is ready. 

 

Add fields for additional information

Here you can add fields for additional information about the category. 

Add rights and approvals 

Here you can add rights to employees or groups of employees that have a specific role. You can also add an approval process; when you do it, you'll ensure that an automatic message will be send to those people who should approve requests within the category. 

Roles to groups of employees

Here you'll have a summary of those groups of employees who have special roles and rights in the processing of requests.

You can set up new groups in the upper right corner. 
The groups are set up on the page and added to the different categories of items and acces under the menu item "Categories". 

 

Set up group 

You insert the group's name at the top of the page.
Afterwards you'll go to "Choose employees" and click "+" to choose the employees you want to be a part of the group. 

You'll find your selections under "Chosen employees". If you wish to delete an employee, you simply click the tab "-". Remember to click "Save" in the upper right corner, once the group is ready. 

 

 

Items and access in the Employee App

Items and access is also available in the Employee App. Your employees can view a summary of all allocated items and access. The employees can also use the app to confirm the receipt of new equipment or allocated IT-access. They can also see the status on current requests they've made. In this way, the employees are always able to manage and keep track of their items and access on the go.

 

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