In CakeHR you can automatically allocate an Employee # field value to your employees upon creation, incrementing numbers with every new employee. This is a simple feature that saves time and manual effort when creating an employee or importing multiple employees into CakeHR.
📎NOTE: To set this up you will require a user with Administrator level of access
To enable this feature:
- Click on your name on the top right, then click Settings.
- On the settings menu, click EMPLOYEE DATA, then click Employment statuses.
- Select Allocate # automatically. Begin numbering from, then enter what number you want it to start from.
📎NOTE: If "Begin numbering from ..." is set to 1, then next added Employee will receive Employee # value of 1.
4. Click SAVE.
The CakeHR system will now automatically allocate the Employee # to the next added employee.
If you're using CakeHR and already have some Employees in place with numbers allocated, then a good idea would be to start numbering with the latest Employee number.
📌TIP: If you're feeling that you could do with a clean up in your Employee our Mass editing feature could come very useful.
What happens with terminated employees?
The number of a terminated emplyee will not be automatically re-used in CakeHR. This ensures consistency since such employee can be re-hired.
What if I begin numbering with a value which is behind my existing Employee #?
It is possible to overlap existing Employee # with automatically generated ones. For example, you can have Employee # 20 while your "Begin numbering from..." is configured to start with 20 as well.
Can I still adjust Employee # after it gets allocated?
Yes. If an employee # has been allocated automatically, a user with administrator access will still be able to adjust it manually in the employee's profile. However, the next allocated Employee # will still follow the incremental pattern.
- The system has allocated Employee # 10
- Administrator user adjusts it to 9
- When next employee will be added, their Employee # will be 11.