Available for the following plans: Employment Plus, Employment Unlimited
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 organization. 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 takes time off from your organization. You can use the Asset Report to make sure you keep track of your inventory and the assets that need returning to your organization.
Getting started
- Click Compliance on the menu, then click the Asset Register submenu.
- Click the Arrow button located next to the Asset Register page title at the top of the page.
- From the dropdown, select the Asset Settings button.
- Click the + Add Category button.
- Enter the category name and click the Save button.
- Click Compliance on the menu, then click the Asset Register link.
- Click the + Add Asset button.
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Complete the following fields:
- Asset code.
Helpful Hint
The asset code is the unique identifier or serial number of the asset.
- Name.
- Categories.
- Optional: Purchase date.
- Optional: 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 enables you to add or update asset details; however, it does not allow you to assign or reassign employees.
- Click Compliance on the menu, then click the Asset Register link.
- Click the Arrow button located next to the Asset Register page title at the top of the page.
- From the dropdown, select the Import Assets button.
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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 was successfully uploaded and what errors occurred.
Daily activities
- Click Compliance on the menu, then click the Asset Register link.
- Find the asset you want to reassign and 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 Compliance on the menu, then click the Asset Register link.
- Find the asset you want to reassign and click the Actions button.
- Click the Return button.
- Select the date of return.
- Click the Save button.
- Click Compliance on the menu, then click the Asset Register link.
- Find the asset you want to reassign and 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 People menu.
- Click the Employees List submenu.
- Select the employee whose assigned assets need viewing
- Select the Asset management tile.
Editing data
- Click Compliance on the menu, then click the Asset Register link.
- Click the Arrow button located next to the Asset Register page title at the top of the page.
- From the dropdown, select the Asset Settings button.
- Find the asset you want to edit and click the Actions button.
- Click the Edit button.
- Make the required changes and click the Save button.
- Click Compliance on the menu, then click the Asset Register link.
- Find the asset you want to edit and click the Actions button.
- Click the Edit button.
- Make the required changes and click the Save button.
- Click Compliance on the menu, then click the Asset Register link.
- Click the Arrow button located next to the Asset Register page title at the top of the page.
- From the dropdown, select the Export CSV button.
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.
- Click Compliance on the menu, then click the Asset Register link.
- Find the asset you want to dispose of and 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 Compliance on the menu, then click the Asset Register link.
- Find the asset you want to delete and click the Actions button.
- Click the Delete button.
- Click Compliance on the menu, then click the Asset Register link.
- Click the Arrow button located next to the Asset Register page title at the top of the page.
- From the dropdown, select the Asset Settings button.
- Click the Action button.
- Click the Delete button.
Explore related content
- How do I access Asset Disposal Reporting? This feature allows you to create a report on the assets disposed of within your organization, the reason for this action, and any comments left.