| Note: Assets and asset management are available with the Essential plan. See here for more information on our plans. |
Company assets can consist of inventory, but they can also include memberships that you’re subscribed to. One or more employees might be benefitting from the same membership.
To add a new membership:
1. Sign in to your TalentHR account as an Admin or an HR Manager, and go to Assets > Memberships (1).
2. Click Add asset (2).
3. Type a name (3) for the new membership. This field is required.
The rest of the fields are optional:
- Choose an existing category for the new membership, or add a new category (1).
- Specify the cost model (per user, per company) and/or the cost frequency (per month, per year, or once off) (2).
- Type in the cost (3).
- Add a purchased date (4).
- Type a short description (5) for the new membership.
When you add a new membership or edit its information, save your changes by clicking the blue Save button (6) at the bottom of the page.
| Note: You can add more information about your memberships using custom asset fields (7). Click here to read more. |
To assign memberships to users:
Once you save your new membership, a new Assign users window will appear. Select any employees applicable to the membership in question:
- Click Select all (1) to apply the membership to all employees and unselect any employee if necessary, or
- Select specific employees (2).
- Use the Search field to narrow down your results
Click the blue Save (3) button to mass assign the membership to the selected employees.
| Note: You can assign memberships to employees as a result of their onboarding, by completing an onboarding task. To do so, you'll need to tie a membership assignment to an onboarding task. |