How to Add Single and Bulk Assets (New)

Article author
Zendesk Admin
  • Updated

Company assets help the company's operational activities. Through Talenta, you can add company asset data either individually or in bulk through the Assets feature in the Company menu.

Important
- You can enable this new New Navigation view by enabling the toggle button in Talenta Labs. Learn the guide here.
- You can also try the Assets New navigation feature directly by clicking “Try new Assets” on the following pop-up. If you have old asset data that you want to move, the data will be automatically sent to your email, so you can immediately upload it in bulk to the new Assets view.

The following are the steps to manage the Assets feature, such as adding assets, either individually or in bulk .

A. Adding New Assets Individually

You can add new assets individually on the Asset list page, here is the guide.

  1. Go to the Company menu, then click Assets.
  2. Select Asset list, here you can create new asset data by clicking “Add asset”.
  3. Then, you can fill in information about the asset in the columns provided on the Add asset page.
No. Column/Button Name Description
1 Asset name Enter the asset name.
2 Asset number Fill in the unique asset number.
3 Description Fill in the asset description if necessary (optional).
4 Asset category Select the available asset category from the drop-down after you click.
5 Attachment Include asset attachments by clicking “Choose file” , make sure the file does not exceed the maximum size, which is 10 MB.
Files that have been successfully uploaded will be listed under the Choose file column, therefore you can download them by clicking the “download” icon or delete them by clicking the “-” icon.
6 Purchase date Fill in the purchase date.
7 Purchase price Fill in the asset purchase price.
8 Assign asset to employee You can enable this button to select the employee you designate to hold this asset.
9 Select employee If you activate the Assign asset to employee button, then select the employee's name.
10 Select assigned date Next, you can also set the start date for employees to hold this asset.
  1. Click “Save” to save the data.
  2. The asset will be saved and registered on the Asset list page, which is indicated by the appearance of a notification like the following for a few seconds.

B. Adding New Assets in Bulk

You can add new assets in bulk by importing Excel spreadsheet data on the Asset list page, here is the guide.

  1. Go to the Company menu, then click Assets.
  2. Select Asset list , here you can create asset data in bulk by clicking “Import assets”.
  3. Then, you will be directed to the following page. You can download the Excel template by clicking “Download template”. Then, after you have completed the template, you can upload it again by clicking Browse. After that, click “Import”.

    Make sure the file is in xlsx. format, has no more than 1000 columns, and is no more than 5 MB.

  4. Then, the data will be processed by the system. You can wait until it is finished uploading. Once it is finished, you can click “View inbox” to see the import details in the Inbox.

That's how to add new navigation asset data to Talenta. Learn how to manage the old version of asset feature here.