Asset Tracker

With remote work becoming the new normal, many employees have been given computers, office chairs, keyboards etc. to use while working from home.

Anything that a company gives their employee to use for work is considered a "Company asset."

In Humi, we have a wonderful feature called "Asset Tracking."

It's a useful tool that allows admins to easily track any company assets that are distributed to employees. Using the "Asset tracker," admins and managers are able to see the asset, asset category, who has it, when it was given to them, when it was returned, asset serial numbers, cost and notes. 

This article will explain how to:

  1. Create an Asset
  2. Create a category
  3. Manage Assets: Assigning and Returning assets

How to create an asset

1. Click into the "Company" module, navigate to the "Assets" tab and select "Log" from the dropdown options.

On this page, click on the "+ Add an asset" button in the top right corner.

add-asset.png

Step 1: Add an Asset

This is where you will add all relevant asset information like the name, asset category, serial number, notes, cost. Only the asset name is a mandatory field, the rest are optional. 

If you would like to create a new category for an asset, you can do so directly in the Asset Category dropdown by clicking on "+ Add New Category".

asset-info.png

In the "Assigned To" field, you can choose to keep the asset unassigned by selecting "None" from the dropdown or you can assign it to a specific employee.

If you choose to assign the asset to an employee, the "Date Assigned" field will be added and you'll be required to enter the date when the asset was assigned.asset-information.png

 

Step 2: Creating an Asset Category

If you would like to create a new asset category, click into the "Company" module > Navigate to the "Assets" tab and select "Categories" from the dropdown menu.

asset-category.png

From this page, click on the "+ Create Category" button in the top right corner and give your category a name.asset-cat.png

Note

You can also edit or delete an existing category. In the "Asset-Categories" page, click the three dots next to the category name and select "Edit" or "Delete". Deleting a category from the Categories directory will not remove any assets currently under the category.

edit-delete.png

Step 3: Managing assets

Once you've added/assigned an asset to an employee, you can manage the asset within the "Company" module in the "Asset - Log" tab.

This is where you'll see all company assets.

asset-log.png

If an assigned asset has been returned, you can "Reassign" the asset to another employee or leave it unassigned.

To do this, click the three dots on the side of the asset and select "Reassign."

In the "Reassign Asset" Page, you'll need to enter the date the asset was returned and in the "Reassign To"field you can choose the new employee to assign the asset to or leave it as "Unassigned" if it's not going to anyone else at that time.

reassign-asset.png

Note

Assigned assets are displayed on the employee profile under the "More" > "Assets" tab. By default, all admins and managers of the employee will have permission to view this.

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