Track company assets

The Assets page shows who has which company property, since when, and the full history of every item.

Before you start

• You need hr.view to see assets and hr.manage to add, assign or return them.

Add an asset

1. Go to Core HR → Assets ( open Assets). The Inventory tab opens.
2. Click Add asset.
3. Enter the Asset tag and Name, for example "MacBook Air M3 13".
4. Choose the Category and fill in Brand / model, Serial no., Purchase date and Purchase cost (₹) if you have them.
5. Set the Condition and Status, and add Notes such as warranty details.
6. Click Save asset.

Assign an asset

1. Find an Available asset and click Assign.
2. Choose the Employee.
3. Set Assigned on and, if it must come back by a date, Expected return. Leave it blank if open-ended.
4. Add Notes, for example "with charger and bag", and click Assign.

The asset becomes Assigned and appears on the employee's profile and in their My Assets page.

Record a return

1. Find the assigned asset and click Return.
2. Set Returned on and the Condition on return. Add notes such as "screen scratched, charger missing".
3. Under Move asset to, choose Available (back in stock), In repair or Retired.
4. Click Record return.

If the item was damaged, you can also record a damage charge.

History, filters and deleting

• Click the History icon to see every assignment of an asset.
• Search by tag, name, serial or employee, and filter by category or status.
• The page warns you when assets are past their expected return date.
• An asset that has ever been assigned can't be deleted. Mark it Retired instead.