Loan item to a worker

Important

The functionality noted in this article is currently available in both the stand-alone Dynamics 365 Human Resources and the merged Finance infrastructure. Navigation might be different than noted while we make updates. If you need to find a specific page, you can use Search.

Applies to these Dynamics 365 apps:
Human Resources

This procedure shows how to loan an item to a worker and record a worker's return of a loan item. Workers can also request loan items through their Employee self service page. The USMF demo data company was used to create this procedure.

Loan an item to a worker

1. Go to Human resources > Workers > Loan items > Loaned equipment.
2. Select New.
3. In the Person field, enter or select a value.
4. In the Loan item field, enter or select a value.
5. In the Planned return field, enter the date when the employee must return the loan item.
6. Select Save.
7. Close the page.

Return a loan item

1. Go to Human resources > Workers > Loan items > Loaned equipment.
2. Select Edit.
3. In the Actual return field, enter a date.