Available for the following HR plans: Premium, Platinum
Available for the following user access level: Admin
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.
Getting started
- Click the Compliance 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.
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 Compliance 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.
Daily activities
Editing data
Removing data
Important
Once you have disposed of an asset, it will appear as 'Unavailable'. You will not be able to reassign that asset anymore. If you decide to use the asset again, you can delete the existing asset and add it again as a new asset.
If you have lost the asset and have marked it as disposed, you will not be able to reactivate and re-assign the asset again. You will need to create a new asset for the located item.
Watch the video tutorial
Explore related content
- Viewing an employee's assigned asset | 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.
Comments
I need to mark the asset "in use" - it is not assigned to a person it is in our shared office space - therefore I'd like to assigned it to eg "Auckland Office" and "Sydney Office"
Hi Lynn Aitken- we appreciate the feedback. At this stage, we're unable to assign assets to locations, however, I've passed this along to our Product Team in the meantime.
A possible alternate solution is to create and assigning it a category, such as "Auckland Office" and "Shared Device", then assigning it to an IT Manager or someone that oversees these devices.
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