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
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