CakeHR allows to automatically allocate Employee # field value to your employees upon creation, incrementing numbers with every new employee. This is a simple feature that saves time & manual effort when creating an Employee or importing multiple Employees.
ℹ️To set this up you will require a user with Administrator level of access
Start by enabling this feature in Settings - Employee data - Employment statuses:
When you have enabled the checkbox & Saved the setting, CakeHR system will automatically allocate the Employee # to the next added employee. If "Begin numbering from ..." is set to 1, then next added Employee will receive Employee # value of 1.
💡If you're using CakeHR & already have some Employees in place with numbers allocated, then a good idea would be to start numbering with the latest Employee #
ℹ️If you're feeling that you could use some clean up in your Employee #, our Mass editing feature could come very useful.
What happens with terminated employees?
CakeHR will not automatically re-use the number of a terminated employee. 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 Employee # has been allocated automatically, a user with Admin access will still be able to adjust it manually in Employee's profile. However, next allocated Employee # will still follow the incremental pattern. E.g.:
- the system has allocated Employee # 10
- Admin user adjusts it to 9
- when next employee will be added, their Employee # will be 11.
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