*Enterprise edition only*

Creating an Asset category:

As the scale of business operations increases, so does the difficulty of tracking assets. This can be a huge cost to the business if employees leave without returning phones and laptops that the company has purchased.

In order to assign assets to employees, you must first create asset categories, such as ‘IT’. You can do do this through:

Administration > Company > Settings > Assets > Asset categories

Once on the Asset Categories page, click the ‘Add’  button and fill out the relevant fields. Note that assigning a ‘Parent’  would cause this category to be a sub-category of another.

 After the fields are filled out, click 'Submit' and your category has been created.

Creating an Asset type:

After creating an Asset Category, the next step is creating types of assets to have within this category. For the example of "IT", assets within this could be a mobile phone, laptop etc. To do this, go to:

Administration > Company > Settings > Assets > Asset types

Once you’re on the Asset types page, click the ‘Add’  button. Add an 'Asset type name' for the asset type and a description (optional), choose the 'Category' that the particular asset belongs to.

Click the 'Submit' button and the asset type is created.

Now that you’ve created your Asset categories and Asset types, click here to read the article on how to add Assets into your Natural HR system.