How do I use the asset register via the HR platform

The Asset Register feature allows you to create a list of assets owned by your organisation. With the ability to specify the code, the category it falls under, the purchase amount, and the name of the item owner. You can also use this feature to edit the asset details, update the category information, re-assign an item, and dispose of a piece of equipment if needed.

You can use Employment Hero's Onboarding Checklist functionality to assign and re-allocate your company's assets when an employee joins or leaves your organisation. You can use the Asset Report to make sure you keep track of your inventory, and the assets that need returning to your organisation.

Availability

HR Plan:   Free   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

Getting started

Add an asset category
  1. Click the  Compliance menu.
  2. Click the Asset Register submenu.
  3. Click the Arrow button.
  4. Click the Asset Settings button.
    Asset_21.jpg
  5. Click the Add Category button.
    Asset_22.jpg
  6. Enter the category name and click the Save button.
    Asset_23.jpg
Add an asset item
  1. Click the  Compliance menu.
  2. Click the Asset Register submenu.
  3. Click the Add Asset button.
    Asset_1.jpg
  4. Complete the following fields:
    • Asset code.

    Helpful Hint

    The asset code is the unique identifier or serial number of the asset.

    • Name.
    • Categories.
    • Purchase date.
    • Purchase amount.
    • Additional details.
    • File uploads.
  5. Click the Assign button.
    Asset_2.jpg
  6. Complete the following fields:
    • Assigned to.
    • Date assigned.
    • Send email notification to employee/contractor.
  7. Click the Save button.
    Asset_3.jpg
Add assets or details in bulk

Important

The CSV uploading feature allows you to add or update asset details; however, you cannot assign or re-assign employees via the CSV uploading feature.

  1. Click the  Compliance menu.
  2. Click the Asset Register submenu.
  3. Click the Arrow button.
  4. Click the Import Assets button.
    Asset_7.jpg
  5. Click or drag the desired file onto the Upload tile.
    Asset_9.jpg

    Helpful Hint

    After the importing process finishes, a summary appears on the Import Asset Details screen outlining what data successfully uploaded and what errors occurred.

    Asset_10.jpg

Daily activities

Re-assign an asset
  1. Click the  Compliance menu.
  2. Click the Asset Register submenu.
  3. Click the Actions button.
  4. Click the Re-assign button.
    Asset_12.jpg
  5. Select the new employee from the drop-down.
  6. Select the date of assignment.
  7. Complete the Send email notification to employee/contractor field.
  8. Click the Save button.
    Asset_13.jpg
Return an asset
  1. Click the  Compliance menu.
  2. Click the Asset Register submenu.
  3. Click the Actions button.
  4. Click the Return button.
    Asset_14.jpg
  5. Select the date of return.
  6. Click the Save button.
    Asset_15.jpg
Filter assets
  1. Click the  Compliance menu.
  2. Click the Asset Register submenu.
  3. Click the Actions button.
  4. Click the Search/Filter button.
  5. Click the Advanced Search button.
  6. Select from the following filters:
    • Assigned to.
    • Categories.
    • Disposal reason.
    • Asset status.
    • Employee/Contractor status.
  7. Click the Search button.
    Asset_20.jpg
View asset details
  1. Click the  Compliance menu.
  2. Click the Asset Register submenu..
  3. Click the Actions button.
  4. Click the View button.
    Asset_5.jpg

    Helpful Hint

    You will now see the asset details displayed on your screen.

    Asset_7.jpg

Editing data

Edit an asset category
  1. Click the  Compliance menu.
  2. Click the Asset Register submenu.
  3. Click the Arrow button.
  4. Click the Asset Settings button.
    Asset_21.jpg
  5. Click the Actions button.
  6. Click the Edit button.
    Asset_24.jpg
  7. Make the required changes and click the Save button.
    Asset_25.jpg
Edit asset details
  1. Click the  Compliance menu.
  2. Click the Asset Register submenu.
  3. Click the Actions button.
  4. Click the Edit button.
    Asset_10.jpg
  5. Make the required changes and click the Save button.
    Asset_11.jpg

Data management

Download asset details
  1. Click the  Compliance menu.
  2. Click the Asset Register submenu.
  3. Click the Arrow button.
  4. Click the Export CSV button.
    Asset_4.jpg

Removing data

Dispose of an asset
  1. Click the  Compliance menu.
  2. Click the Asset Register submenu.
  3. Click the Actions button.
  4. Click the Dispose button.
    Asset_16.jpg
  5. Complete the following fields:
    • Disposal date.
    • Reason for disposal:
      • Damaged.
      • Lost.
      • Obsolete.
      • Sold.
      • Other.
    • Additional details.
  6. Click the Save button.
    Asset_17.jpg
Delete an asset category
  1. Click the  Compliance menu.
  2. Click the Asset Register submenu.
  3. Click the Arrow button.
  4. Click the Asset Settings button.
    Asset_21.jpg
  5. Click the Action button.
  6. Click the Delete button.
    Asset_26.jpg
  7. Click the Delete button.
    Asset_27.jpg
Delete an asset
  1. Click the  Compliance menu.
  2. Click the Asset Register submenu.
  3. Click the Actions button.
  4. Click the Delete button.
    Asset_18.jpg
  5. Click the Delete button.
    Asset_19.jpg

Watch the video tutorial

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Comments

2 comments
Date Votes
  • Asset register needs way more features to act like a true asset register.

    0
  • Hi Phillip Coronakes thanks for your feedback. Would you be able to explain what features you would like to see added to the Asset Register?

    0

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