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 Inventory by Category Reporting feature allows you to create a report on the resources within your organisation, what type they fall under, and how many of each type you have allocated to your employees. You can also use this feature to download a CSV file of the data, enabling you to load the report into a CSV-supported program like Microsoft Excel.
Availability
The table below shows the user access levels (Employee, Manager and Admin) that apply to inventory category reporting.
| HR Plan: | Premium | Platinum |
The table below shows which user access levels (employee, manager and admin) can use this feature, covering Asset inventory category reporting | HR Web Platform.
| 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 Other Reports tab.
- Click the Asset Reports box.
Helpful Hint
You will now see an overview page that displays the four different areas of asset reporting.
- To view all the assets that fall under a specific category, click on the relevant section of the Inventory by Category graph.
Helpful Hint
You will now see the details of the assets that fall under the chosen category. You can click the Filter button to refine the displayed data even further.
Data management
- Click the Reports menu.
- Click the Other Reports tab.
- Click the Asset Reports box.
Helpful Hint
You will now see an overview page that displays the four different areas of asset reporting.
- To download all the assets that fall under a specific category, click on the relevant section of the Inventory by Category graph.
Helpful Hint
You will now see the details of the assets that fall under the chosen category. You can click the Filter button to refine the displayed data even further.
- Click the Drop-Down button.
- Click the Export CSV button.
Author recommended
So you have now viewed the assets assigned to a particular contractor, and you are now wondering, what next can I do. There are two recommendations I would make on this front, and they are:
- HR Employee File: Assets This feature allows you to view the details of when an employee received an assigned asset and, if applicable, when they returned the item.
- HR platform: Asset Register: The Asset Register feature allows you to create a list of assets owned by your organisation; specify the code, the category it falls under, the purchase amount, and the name of the item owner.