Understand the basics of our Equipment module
- What is Equipment?
- This is how you add new equipment
- This is how you add equipment to an employee
- You can filter on the following statuses
- Can I export equipment?
- Is it possible to import equipment into Huma?
- How should the equipment be grouped?
- Who has access to see the equipment?
- Can we add equipment that doesn't belong to a specific employee?
- How can we see when equipment was purchased, handed out or up for renewal?
- Can I attach receipt or link to documentation?
What is Equipment?
Gather and gain control of the organization’s equipment.
Equipment like key cards, mobile phones, desks, computers, display, tools, work wear, etc.
This is how you add new equipment
- Click Add equipment
- Click Add equipment type
- Provide a name, description, variants and add an icon and background colour.
- Choose if the one or more of the following is required when registering
- Start date (i.e. when did the employee receive the equipment)
- End date (i.e. if you periodically change the equipment)
- Documentation (if you want invoices/receipts as documentation)
This is how you add equipment to an employee
- Click Add equipment
- Add a variant (if any)
- Assign the equipment to a person
- It is also possible to add a note
- Add a start date (if required)
- Click Add
You can filter on the following statuses
- Missing documentation
- Expired
- Expiring soon (expiring within less than 90 days)
You can also filter the view to look at equipment at specific teams and/or locations:
Can I export equipment?
Yes, you can. Click on the export button in the top right corner and filter by 'equipment type' and the employees you want to include. Additionally, you can choose to include 'unassigned equipment'.
Only equipment belonging to 'activated users' is included in the export.
Is it possible to import equipment into Huma?
Yes, you can. Click on the 'import button' and download and fill out our import file template.
How should the equipment be grouped?
The equipment should be grouped by type. Each type can have different variants.
Example: Create the type “Phone” with the variants “iPhone 12 128GB”, “iPhone 12 Pro 64GB”, “Samsung Galaxy S21 64GB”.
Who has access to see the equipment?
All employees can see their own equipment – but not edit. Only those with Equipment admin permissions can see all equipment. They can also add, edit and delete details and documentation.
Can we add equipment that doesn’t belong to a specific employee?
Yes! You don’t need to assign equipment to a specific employee. This can be a nice way of gaining an overview of all the organization’s equipment.
How can we see when equipment was purchased, handed out or is up for renewal?
The status will reflect this. When you add equipment, you can set a start and end date. You decide whether the start date represents when it was purchased, when it was handed out, when it has reached end-of-life or anything else.
Can I attach a receipt or link to documentation?
You can add a comment, upload an attachment and add links.
Subscription: Enterprise subscription
Role: system role with full access to equipment