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Employee codes

1. Choose how codes are created​

In Code series configuration, set the Employee parameter type:

TypeBehaviour
ManualYou type every employee code.
AutomaticCodes are generated from code series mappings. You type a code only when no mapping matches the employee.

2. Create code series​

In Employee code series, select Add employee code series.

FieldWhat it does
NameA unique name, for example Bengaluru staff.
FormatThe parts of the code and their order. Drag them to reorder.
PrefixFixed text at the start, for example BLR.
SuffixFixed text at the end.
SeparatorCharacter between the parts, for example -.
LengthDigits in the running number, for example 4 for 0001.
Year BasedInclude the year in the code.
ActiveWhether the series can be used.

Final format and Preview show the result, for example BLR-2026-0001.

3. Map series to employees​

In Code series mapping, select Add code-series mapping. Choose the criteria — Location, Division, Department, Category, Grade, Employment type — and the Code series to use.

  • Leave a field as Any to ignore it.
  • An employee gets the matching mapping with the most criteria set.
  • A mapping with every field set to Any is the default.
  • If no mapping matches, the code is typed in by hand.

Mappings can't be added while the type is Manual.

Example​

MappingLocationCategorySeries
1AnyAnyEMP-0001
2BengaluruAnyBLR-0001
3BengaluruContractBLRC-0001

A contract employee in Bengaluru matches all three and gets mapping 3, the most specific. A permanent employee in Pune gets mapping 1.