Asset Management
Track, assign, and manage all company assets across your organization from one central location.
Overview
The Asset Management module allows you to:
- Maintain a complete inventory of company assets
- Assign assets to employees
- Track asset lifecycle from purchase to retirement
- Monitor warranty expiry dates
- Generate asset reports
Available in: Both Full-Time and Scheduling modes.
Asset Categories
| Category | Examples |
|---|---|
| Hardware | Laptops, desktops, monitors, phones, tablets |
| Software | Licenses, subscriptions |
| Furniture | Desks, chairs, office equipment |
| Vehicles | Company cars, vans, delivery vehicles |
| Tools & Equipment | Field tools, machinery |
| Other | Any custom asset type |
Adding an Asset
Navigate to Assets
Navigate to Resources → Assets
Add a new asset
Click Add Asset
Fill in the required fields
| Field | Description |
|---|---|
| Asset Name | Descriptive name (e.g., “Dell Laptop”) |
| Category | Hardware, Software, Furniture, etc. |
| Type | Sub-category (Computer, Mobile, License, etc.) |
| Status | Active or Inactive |
| Manufacturer | Brand or vendor name |
| Serial Number | Unique identifier |
| Assigned To | Employee name |
| Location | Office, Remote, Cloud, etc. |
| Purchase Date | Date asset was acquired |
| Purchase Cost | Dollar value |
| Warranty Expiry | Warranty end date |
| Notes | Additional details or notes |
Save the asset
Click Save
Viewing an Asset
- Navigate to Resources → Assets
- Click on an asset row to open the View Asset panel
- Review all asset details including assignment and warranty status
Assigning Assets to Employees
When adding or editing an asset, select the employee from the Assigned To dropdown. This automatically links the asset to that employee’s profile.
To reassign: Edit the asset and select a different employee. The previous assignment is recorded in the audit log.
Asset Status Lifecycle
Purchased → Active (Assigned) → Active (Unassigned) → Inactive (Retired)
| Status | Meaning |
|---|---|
| Active | In use, assigned to employee or in inventory |
| Inactive | Retired, lost, damaged, or disposed |
Warranty Tracking
The Assets report highlights assets where:
- Warranty has expired
- Warranty expires within 30 days (configurable)
Navigate to Reports → Assets and check the Warranty Expired KPI card.
Asset Reports
Navigate to Reports → Assets for:
KPI Cards:
- Total Assets count
- Active assets count
- Total Portfolio Value
- Warranty Expired count
Table Filters:
- Filter by Category (Hardware, Software, Furniture)
- Filter by Status (Active, Inactive)
- Filter by Assigned Employee
Export Options:
- CSV export for inventory management
- PDF export for audit records
Best Practices
- Always record the serial number for hardware assets — this is essential for insurance claims and IT support
- Update asset status to Inactive when an employee is offboarded rather than deleting the record
- Use the Notes field to record repair history, incidents, or configuration details
- Run the Assets report quarterly to identify expired warranties and aging equipment
- Assign all assets before employee onboarding is complete
Common Questions
Yes – leave the Assigned To field blank. The asset will still appear in inventory.
Assets remain in the system and should be manually reassigned or marked Inactive during the offboarding process.
Document attachment for assets is on the product roadmap. Currently, use the Notes field to reference document locations.
Contact support for a CSV bulk import template.