Module Navigation

Assets for Employees in Core HR

The "Assets" menu for an employee profile allows you to track what company assets are in use or under the control of the employee, such as a vehicle or computer.

Navigating to Employee Assets
  • Search for the employee that you want to manage.

    CHR - Employee Search - 00.png

  • Hover over "Employee" and click Assets.

    CHR_-_Employee_-_Employee_-_Drop-Down_Menu_-_06.png

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  • Asset - Name/title of the asset. Clicking the name of the asset allows you to edit the asset information. 
  • Asset Tag - The tracking number for company property.
  • Date Issued
  • Value
  • Notes

From the Actions drop-down menu, you can:

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Creating an Asset Record

  • Click Create Asset Record from the Actions drop-down menu.

    CHR_-_Employees_-_Assets_-_Actions_-_01.png

  • Enter relevant information for this asset.

    CHR_-_Employees_-_Assets_-_Add_-_00.png

    • Date Issued
    • Value of Asset
    • Description - Name/title of the asset.
    • Asset Tag - A number/code, typically created by you or a third-party inventory system, to track company property.
    • Notes
  • Click Add Record when finished.

Print a List of Asset(s)

  • Use the checkbox(es) to the far right of the asset(s).

    CHR_-_Employees_-_Assets_-_Print_-_00.png

  • From the Actions drop-down menu, click Print Asset List.

    CHR_-_Employees_-_Assets_-_Actions_-_02.png

  • Confirm the printing of your asset list.

    CHR_-_Employees_-_Assets_-_Print_-_01.png

  • After confirming, you will download a PDF copy of your asset list. An example of this PDF has been provided below:

    CHR_-_Employees_-_Assets_-_Print_-_02.png

Delete an Asset

  • Use the checkbox(es) to the far right of the asset(s).

    CHR_-_Employees_-_Assets_-_Print_-_00.png

  • Click  Delete Select Record(s) from the Actions drop-down menu.

    CHR_-_Employees_-_Assets_-_Actions_-_03.png

  • Confirm the deletion of your record(s).

    CHR_-_Employees_-_Assets_-_Delete_-_01.png

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