Using tables, you can easily visualise all equipment that is associated with employee profiles. In this guide, you'll learn how to sort/filter specific records, and edit equipment records both individually and in bulk.
Viewing equipment data
You can click on the Equipment tab at the bottom of the Tables dashboard to view equipment data.
By default, Tables displays all equipment for active and off-boarded employees. You can build more focused views by applying sorts and filters, such as filtering for a single department and then sorting the results for the earliest issue date.
The columns tool allows you to select what columns are visible. You can view Employment, Offboarding and Basic information in read-only format, while the equipment data points are the only ones editable. For more information, see Organising data with Tables.
Editing equipment data
You can add, edit and delete Equipment entries directly in the Equipment tab
You can edit an existing entry by selecting an Equipment cell:
Your existing equipment types will be available as a selection under the Type column. You can add a new type by typing text within the cell in.
Any edits that you have made will be highlighted. These changes will also visible in the View changes view, and you'll be asked to confirm these changes before applying them.
You can delete an entry or entries by selecting the row, and then and pressing delete / using the backspace button. You will be asked to review and confirm any deletions before proceeding.
For more on this, see Editing data with tables.
Mass updating equipment data
You can mass update existing Equipment data importing a .csv file into Tables:
Prepare the updated fields in a sheet outside of Humaans
Download the sheet as a .csv file.
Use the Tables import function and match to existing equipment data by using the same Serial no. or Employee email, Type and Name fields.
Tables will confirm all valid columns that will be updated, and how many entries will be affected.
Any fields that are the same as in Tables will be past over and updates added and highlighted.
After reviewing the import, you can click Apply changes to commit to the updates.
Bulk importing new equipment data
You can also bulk import new Equipment entries for employees with a .csv file.
You can use our Equipment - Bulk upload.csv as a layout for bulk uploads!
The following fields are Mandatory Columns when importing:
Person: With work email
Type: Matching an existing or new Type (Laptop, Screen etc.)
Name: The name of the piece of equipment (model, make etc.)
Issue date: When the equipment was issued to the employee
When importing the number of new entries will be displayed:
Once imported you will be redirected to view the new entries
Once changes are reviewed to save click apply changes where a summary of new entries will be displayed.
