After you create an inventory of assets in Sage HR, these assets can be assigned to employees. Once assigned, you can return the assets too when an employee has given them back in real life.
Give asset to an employee
Asset settings
Asset settings
Who can do it this way?
Click on your name in the top right, then click settings.
On the settings menu, click Assets, then click Inventory.
Under Actions on the relevant asset, click Give.
Select who you want to give the asset to.
Select date asset was or is going to be given.
If required, enter a comment.
If required, select Notify employee by email.
Click Give.
Employee profile
Employee profile
Who can do it this way?
Administrator
Direct manager - Setting must be enabled and they also must have access to employee's profile
Team manager - Setting must be enabled and they also must have access to employee's profile
Go onto an employee's profile.
On the profile menu, click Assets.
Click Give Asset.
Select which asset you want to give to the employee.
Select the date they were given or are going to be given the asset
If required, enter a comment.
If required, select Notify employee by email.
Click Give.
Return asset from an employee
Asset settings
Asset settings
Who can do it this?
Click on your name in the top right, then click Settings.
On the settings menu, click Assets, then click Inventory.
Under Actions on the relevant asset, click Return.
Select date returned.
If required, enter a comment.
If required, select Notify employee by email.
Click Return asset.
Employee profile
Employee profile
Who can do this?
Direct manager - Setting must be enabled and they also must have access to employee's profile
Team manager - Setting must be enabled and they also must have access to employee's profile
Go onto an employee's profile.
On the profile menu, click Assets.
Alongside the relevant asset, click Return.
Select the date asset was returned.
If required, enter a comment.
If required, select Notify employee by email.
Click Save.
📌TIP: You can view an Employee Data report to see which assets have been given out.