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SettingsAssetsAsset Categories

Asset Categories

Asset Categories are the buckets your workspace uses to group every piece of equipment — laptops, phones, vehicles, access cards, anything you track. You need at least one category configured here before you can add an asset on the Assets page.

What you can do here:

  • Create a new asset category with a name, short code, and icon
  • See every category your workspace currently uses
  • Edit or delete an existing category
Asset Categories — empty state

There are no built-in default categories. Every workspace starts empty — your team creates the categories that match the equipment you actually own.


ElementDescription
BreadcrumbSettings > Assets > Asset Categories
Title”Asset Categories”
Subtitle”Configure the types of assets your workspace tracks. Every category is created by your team — there are no built-in defaults.”

All Categories Section

The main panel lists every category that exists in your workspace.

ElementDescription
All categoriesThe section header
Subtitle”Manage the asset categories used across your workspace.”
New categoryButton in the top-right that opens the New category dialog

Empty State

If no categories exist yet, the panel shows:

No categories yet Categories let you group assets by type — laptops, phones, vehicles, access cards, anything you track. Create your first one to get started.

A Create first category button sits below the message and opens the same dialog as New category.


How to Create an Asset Category

  1. Open Settings → Assets → Asset Categories
  2. Click New category (top-right) or Create first category if the list is empty
  3. Fill in the form (see fields below)
  4. Click Create category
New category dialog

Form Fields

FieldDescriptionRequired
NameThe display name shown across the Assets register and on employee profiles (e.g., “Laptop”, “Vehicle”, “Drone”).Yes
CodeA short machine-friendly identifier — lowercase letters only, no spaces (e.g., laptop, vehicle, drone). Used in reports, exports, and API references.Yes
IconPick an icon to represent this category in the assets register and on employee profiles. RadixHR ships with a small library of common asset icons (laptop, phone, key, monitor, headset, briefcase, vehicle, fuel pump, building, parking, etc.).Yes (defaults to laptop)

Keep the Code short and predictable — laptop, not office-laptop-windows-2024. Codes are used in reports and exports, so brevity helps.


How to Edit or Delete a Category

Once you have categories, each row in the list shows the category icon, name, code, and a small row-action menu.

ActionWhat it does
EditReopens the same form so you can change the name or icon
DeleteRemoves the category from the workspace. Only available when no assets are using it.

You can’t delete a category that’s still attached to assets. First reassign or delete the affected assets on the Assets page, then come back here to delete the category.

The Code can be edited after creation, but changing it can break saved filters or report bookmarks that reference the old code. Avoid renaming codes once they’re in use.


Best Practices

Start with the broad categories first. Most workspaces only need 5–8 categories total — Laptop, Phone, Vehicle, Access Card, Furniture, Other is plenty. Over-categorising (separate categories for each laptop brand, say) makes reports messy.

Pick the right icon. Icons appear next to every asset in the register and on employee profiles. A recognisable icon makes the list far easier to scan.

Categories are workspace-wide. Anyone who can add or edit assets uses the same list. Coordinate with HR and IT before adding new categories so you don’t end up with duplicates like “Laptop” and “Laptops”.


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