WFM UK: UI Refresh 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 Main Menu

Fig.1 - Expanded Main Menu

• Select Global Settings from the Administration section                                                  

Fig.2 - Global setting within Administration section

• 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 that 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 preset 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 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 within the 'Group Location' section to edit as required

Fig.6 - Edit Location Code Prefix