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Set up assets

Use Sage HR to create an inventory of company assets and categorise them. Add assets manually or import them.

Written by Oliver Cook

An asset is a kind of resource available to employees. If you have the Core HR module, you can keep track of assets that you've given to employees, such as a phone, a laptop or even a company car.

Once you've set up your assets and relevant settings, you can track in Sage HR when you have given or received back assets from your employees.

๐Ÿ“ŽNOTE: Assets aren't available in Sage HR Essentials or Basic HR.โ€‹


Asset administrators

Set up specific employees to manage assets.


Create an asset category

Categories allow you to define the asset type, and are a helpful way to organise how you view assets in your inventory.


Inventory

The inventory is the list of all your individual assets. When you create an asset they can be assigned to an asset category.

There are two ways to create assets:


Custom Field

If you want additional custom fields to fill in when you add or edit an asset, then you can easily create these.


What next?

You're now ready to assign assets to relevant employees when needed.


Return to Set up Core HR

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