To automatically generate employee code and avoid repeated manual entry, proceed with the following steps:

1. Go to Organizations > Employee > Other > under the setup section, select Employee Code Template, or simply search for ‘Employee Code Template’ in the search bar of the home screen.

2. The Employee Code template contains the following fields:
   • Name
   • Description
   • Serial No
   • Format
   • IsActive
   • IsManual
   • IsDefault
3. In the Name field, you can enter a label such as Permanent, Temporary, or Contract, depending on your organization’s requirements. The default setting is manual.
4. The Description field allows you to add details corresponding to the names entered in the Name field—for example, a numeric sequence for temporary employees.
5. In the Serial No. Field, enter the starting number from which the employee code should begin (for example, set it to 1).
6. In the Format field, define the employee code format—for example, use ‘P0001’ or ‘P001’ for permanent employees.
7. Select the ‘IsActive’ checkbox to enable the field.
8. The ‘Is Manual’ field indicates whether the field operates manually.
9. Select the ‘Is Default’ checkbox for the type you wish to set as the default.
10. Once you’ve entered all the details, click “Save” to create the employee code type.

11. Go to Organizations > Employee > Other > under the setup section, select Field settings, or simply search for ‘Field settings’ in the search bar of the home screen.

12. Click the Search button, locate ‘Employee Code Series’ in the displayed grid, and double-click on it to open.

13. Click ‘Edit’, then check the ‘Show in the wizard’ box to enable a drop-down list for the employee code field when adding a new employee.

Note: In addition to the standard code types, our support team can customize code types to meet your specific business needs.