Assets Management enables Admins to efficiently manage all company property. Admins can create, edit, and categorize company assets to track their usage, return, and maintenance status. The system monitors these assets in real-time, helping to reduce losses and improve accountability.
STEPS FOR CREATION OF ASSET CATEGORY #
- Go to Open Core HR panel, under “Settings & Admin”> Select “Asset Management” option.
- Select “Asset Category”.
- Click “Add New Category” option in the top right corner.
- Enter the following details:
- Enter the category name
- Add description
- Enable or disable the active option
- Then Click the “Submit” button.
- The asset category was added successfully.
STEPS FOR CREATION OF ASSET #
- Go to Open Core HR panel, under “Settings & Admin”> Select “Asset Management” option.
- Select “Assets”.
- Click “Add New Asset” option in the top right corner.
- Enter the following details:
- Enter asset name
- Enter asset tag
- Select the category
- Enter the serial number
- Enter the manufacturer and model
- Choose the status of asset
- Choose the condition of asset
- Enter purchase date
- Enter purchase cost
- Enter supplier
- Select the warranty expiry date
- Enter the current location
- Add notes
- Then Click the “Submit” button.
- The asset was added successfully.
STEPS TO ASSIGN AN ASSET #
- Go to Open Core HR panel, under “Settings & Admin”> Select “Asset Management” option.
- Select “Assets”.
- Under Action, click the “Eye Icon” to assign an asset.
- Click “Assign” option at the top.
- Select employee
- Select assignment date
- Select expected return date
- Choose condition of asset when assigned
- Add notes
- Click “Assign Asset” button.
STEPS TO RETURN AN ASSET #
- Go to Open Core HR panel, under “Settings & Admin”> Select “Asset Management” option.
- Select “Assets”.
- Under Action, click the “Eye Icon” to return an asset.
- Click “Return” option at the top.
- Select return date
- Select the condition on return
- Enter return notes
- Click “Confirm Return” button.
STEPS TO ADD MAINTANANCE LOG FOR AN ASSET #
- Go to Open Core HR panel, under “Settings & Admin”> Select “Asset Management” option.
- Select “Assets”.
- Under Action, click the “Eye Icon” to add log.
- Click “Add Maintenance Log” option at the top.
- Select maintenance type
- Select performed date
- Enter cost
- Enter provider or technician
- Add detailed work performed
- Select next maintenance due date
- Choose to update asset status after maintenance (If selected, enter new asset status)
- Click “Save Log” button.