WFM UK: HR: Setting Employee Number Rules

Overview

Rules which define Employee Numbers can be set within HR & Payroll (formerly known as People System).

This article describes the process of setting Employee Number rules.

Setting Employee Number Rules
 

• Select HR from the Module drop-down menu 

Fig.1 - Module Drop-Down 

• From the Administration drop-down menu, select Global Settings 

Fig.2 - Administration Drop-Down

• Select Edit Default Employee Numbers 

Fig.3 - Edit Default Employee Number

The 'Edit Default Employee Number Settings' page will display.

Within this page, there are two options which can be set to be a rule for new employees only:
 

• Option 1: Each new employee to be called NEW, usually applicable if using a separate Payroll system to Fourth

Fig.4 - Edit Default Employee Number Settings to NEW

• Option 2:  Every new employee added to the system will follow on from a pre-set number.  This can be prefixed with a Location code which is entered into the Location details under Company Admin.

Please Note: This option cannot be used if the Time and Attendance machines are being used by the company. 
 

• Tick the Prevent employee numbers from being edited box to enable this setting
• For existing employees only, there is the option to Update Location Codes automatically? if required, for example, if a Location is changed or if the Location prefix needs to be changed

Fig.5 - Edit Default Employee Number Settings to a Number

To edit the Location Code Prefix, follow the below path:

• From the Company Admin drop-down menu, select Locations 
• Select the required Location and use the Areas drop-down to edit as required

Fig.6 - Edit Location Code Prefix