Enabling Employee Reference Number

In this article we will explore how to enable and add employee reference numbers. We will then go over how to view and update any details. 

Step1

How to Enable your Employee Reference Numbers

In this section we are going to go through how to add or change your employee number/reference. First we have to go into global settings to enable reference numbers.

Go to System > Configuration > Global Settings.

There are two ways to enable Employee Reference Numbers. The first is via payroll.

Option 1 - Enable under Employee Reference under Payroll settings

To enable via payroll you need to go to the 'Payroll tab' under your global settings under Payroll Services. Then make sure you have chosen 'enable' option under your chosen payroll format, i.e. Sage, Pegasus, StaffSavvy Simple One Format. Once this enabled scroll to the bottom and click save.

Once this is saved, refresh the page and there should now be an employee number section under the Manage Staff page.

Option 2 - Create your own Employee Reference 

Alternatively, if you are wanting to create your own reference number that is not already included in your payroll format, i.e. if your export format doesn't include an employee reference. This second option might work for you. First go to System > Configuration > Global Settings > Configuration > Employee Data.

You then want to go down to Employee Numbers and choose to enable 'Till Numbers/References'.

Once enabled you can include a title for this reference.

(You also have the option to limit who can set or edit this number, i.e. only managers, or allow a staff member to first set this information.)

Step 2

How to View and Update Details 

Once this is saved we can now view the numbers the system has already imported via export format. To do this go to Shifts > Manage Shifts and you will see along the top all the export formats you have enabled. Then, under each employee there should be a number. This is your employee reference number.

Now, you may see that some staff do not have an Employee Reference, to add one click the box under the row employee reference and type the number in. Then scroll to the bottom and click save.

Step 3

Using Manage Staff to See those without a Number

If you want to see all staff members who currently do not have a reference number assigned this can also be done under manage staff. Under 'Needing Attention' click 'Missing Employee Reference' and this will bring those staff members to the top. 

This then makes it easier to go in and assign a reference numbers to all staff members currently without.

That was your How To Guide on how to Add and Edit employee reference numbers. If you are needing any additional support please get in touch.