1. Employment Hero Help Centre (SG)
  2. HR Web Platform
  3. Reports
  4. Asset Register

Asset register management | HR Web Platform

Jimmy
Updated

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.

Availability

HR Plan:   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   Reports 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   Reports 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

Daily activities

Re-assign an asset
  1. Click the   Reports 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   Reports 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   Reports 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   Reports 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
Upload asset details

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   Reports 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

Editing data

Edit an asset category
  1. Click the   Reports 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   Reports 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   Reports 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   Reports 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   Reports 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   Reports 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

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:

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