Employee codes
1. Choose how codes are created
In Code series configuration, set the Employee parameter type:
| Type | Behaviour |
|---|---|
| Manual | You type every employee code. |
| Automatic | Codes 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.
| Field | What it does |
|---|---|
| Name | A unique name, for example Bengaluru staff. |
| Format | The parts of the code and their order. Drag them to reorder. |
| Prefix | Fixed text at the start, for example BLR. |
| Suffix | Fixed text at the end. |
| Separator | Character between the parts, for example -. |
| Length | Digits in the running number, for example 4 for 0001. |
| Year Based | Include the year in the code. |
| Active | Whether 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
| Mapping | Location | Category | Series |
|---|---|---|---|
| 1 | Any | Any | EMP-0001 |
| 2 | Bengaluru | Any | BLR-0001 |
| 3 | Bengaluru | Contract | BLRC-0001 |
A contract employee in Bengaluru matches all three and gets mapping 3, the most specific. A permanent employee in Pune gets mapping 1.