Assets Module on ZenHR

ZenHR’s Assets Module makes it easy to stay organized and manage all company-owned items, from laptops and phones to office equipment. You can now customize your asset types, link them to specific branches, and track everything in one place.

• Add, edit, delete, activate, or deactivate asset types per branch
  

• Add assets and mark their current status
  

• Assign assets to employees and view the full history of each item
  

• Automatically notify employees when an asset is assigned to them; they’ll receive emails to confirm that they’ve received it

  TABLE OF CONTENTS

  • Assets Module on ZenHR
    • Managing Asset Types
      • How to Add New Asset Types
    • How to Add New Company Assets
      • Available actions based on the status of the asset
      • To Add a New Asset
    • How to Assign Assets to Employees
      
      

Managing Asset Types

User Menu → System Preferences → Administrative Setup → Asset Types

ZenHR now provides a dedicated page for managing asset types per branch. By default, the following asset types are added to all branches: 

• Laptop

• Desktop PC

• Mobile

• PC Monitor

Admins can:

• Edit the name of default asset types

• Assign/remove types from specific branches

• Activate or deactivate asset types
  

Users can:

• Create custom asset types and assign them to specific branches

• Edit, activate, or deactivate these custom types

How to Add New Asset Types

User Menu → System Preferences → Administrative Setup → Asset Types

1. Click on “Add Asset Type”.

2. Enter the name (EN/AR).

3. Select the branches to which you would like to link the asset. 

4. Enable the toggle to activate this asset (to make it available). 

5. Then click “Add Asset Type”. 

How to Add New Company Assets

User Menu → System Preferences → Administrative Setup → Company Assets

On the Company Assets page, you can view and manage all company assets, with key details such as:

• Asset Name

• Type

• Serial Number/ Asset ID

• Owner

• Holder (if assigned)

• Expiry Date (if provided)

• Status

• Actions
  
  

Available actions based on the status of the asset:

• View Asset Details

• View Asset History

• Edit Asset

• Mark as Damaged

• Mark as Under Repair

• Archive

• Mark as Available

• Assign to Employee

• Delete Asset
  
  

To Add a New Asset:

1. Click “Add Company Asset”.

2. Select the asset type from the list

3. Enter the asset name

4. Select the owner (Company or Branch)

5. Add a serial number or a unique asset ID  

6. Optionally, add a description, production/expiry date, notes, and attachments. 

After creating the asset, you may immediately assign it to an employee or leave it available for future assignment.

How to Assign Assets to Employees

You can assign an asset in two ways:

• From the Company Assets page or from the employee’s Profile.

Go to the employee’s profile and from there click on the Assets Tab. 

Then click  “Add” and select the asset type and asset you’d like to assign to them.
Enter the assigned date, add notes, a return date, and any attachments. 

When an asset is assigned:

• The employee receives a notification and an email to confirm that they have received the asset. 

• The asset status will be “Awaiting Recipient Confirmation” until the employee confirms they have received it. 

• Once confirmed, the status will be “Allocated”.