Whether your workforce is remote or works in the office, your organisation will have assets assigned to employees so they can undertake their role. Knowing who owned what, when and for how long, and a history of an asset's ownership improves transparency and accountability; reduces loss, and helps calculate depreciation where necessary.
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.
HR Best Practise
For larger organisations, you may wish to appoint an asset manager to take responsibility for the asset register within Employment Hero. It will help with the maintenance and accountability of assets within your business.
You can use Employment Hero's Onboarding Checklist functionality to assign and re-allocate your company 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: | 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
- Click the Reports menu.
- Click the Asset Register submenu.
- Click the Arrow button.
- Click the Asset Settings button.
- Click the Add Category button.
- Enter the category name and click the Save button.
- Click the Reports menu.
- Click the Asset Register submenu.
- Click the Add Asset button.
- 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.
- Click the Assign button.
- Complete the following fields:
- Assigned to.
- Date assigned.
- Send email notification to employee/contractor.
- Click the Save button.
Daily activities
- Click the Reports menu.
- Click the Asset Register submenu.
- Click the Actions button.
- Click the Re-assign button.
- Select the new employee from the drop-down.
- Select the date of assignment.
- Complete the Send email notification to employee/contractor field.
- Click the Save button.
- Click the Reports menu.
- Click the Asset Register submenu.
- Click the Actions button.
- Click the Return button.
- Select the date of return.
- Click the Save button.
- Click the Reports menu.
- Click the Asset Register submenu.
- Click the Actions button.
- Click the Search/Filter button.
- Click the Advanced Search button.
- Select from the following filters:
- Assigned to.
- Categories.
- Disposal reason.
- Asset status.
- Employee/Contractor status.
- Click the Search button.
- Click the Reports menu.
- Click the Asset Register submenu..
- Click the Actions button.
- Click the View button.
Helpful Hint
You will now see the asset details displayed on your screen.
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.
- Click the Reports menu.
- Click the Asset Register submenu.
- Click the Arrow button.
- Click the Import Assets button.
- Click or drag the desired file onto the Upload tile.
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.
Editing data
- Click the Reports menu.
- Click the Asset Register submenu.
- Click the Arrow button.
- Click the Asset Settings button.
- Click the Actions button.
- Click the Edit button.
- Make the required changes and click the Save button.
- Click the Reports menu.
- Click the Asset Register submenu.
- Click the Actions button.
- Click the Edit button.
- Make the required changes and click the Save button.
Data management
- Click the Reports menu.
- Click the Asset Register submenu.
- Click the Arrow button.
- Click the Export CSV button.
Removing data
- Click the Reports menu.
- Click the Asset Register submenu.
- Click the Actions button.
- Click the Dispose button.
- Complete the following fields:
- Disposal date.
- Reason for disposal:
- Damaged.
- Lost.
- Obsolete.
- Sold.
- Other.
- Additional details.
- Click the Save button.
- Click the Reports menu.
- Click the Asset Register submenu.
- Click the Arrow button.
- Click the Asset Settings button.
- Click the Action button.
- Click the Delete button.
- Click the Delete button.
- Click the Reports menu.
- Click the Asset Register submenu.
- Click the Actions button.
- Click the Delete button.
- Click the Delete button.
Author recommended
So you have now managed your assets, and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:
- Viewing an employees assigned assets | HR Employee File This feature allows you to view the details of when an employee received an assigned asset and when they returned the item.
- Asset disposal reporting | HR Web Platform This feature allows you to create a report on the assets disposed of within your organisation, the reason for this action, and any comments left.
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