Adding an Employee ID for Internal Employees
1. Click Organization > Company
2. Under Company Settings > Settings > General, scroll down to the feature Generate Custom User ID
3. Enable the feature and assign an Employee ID Prefix (optional) and an Employee ID Number Start
4. Go to Organization > Staff
5. To add an employee, click "Add new"
6. Add the employee name and other pertinent details.
7. Click "Save"
8. Once saved, the system will automatically generate the employee ID of the new employee.
9. NOTE: The automatic ID generation feature ensures that all employee IDs are unique. If there is an attempt to add an employee ID that already exists in the system, a notification will pop up to use the next employee ID in the sequence.
Adding an Employee ID for Subcontractors
10. Click Organization > Subcontractor
11. Choose the subcontractor you want to generate employee IDs for. (ex: XYZ)
12. Enable Generate Custom User ID
13. Add an Employee ID Prefix and an Employee ID Number Start
14. Click "Save"
15. Click Organization > Staff
16. To add a new employee under a subcontractor, click " Add new"
17. Add all the pertinent details.
18. Assign the employee to the correct subcontractor.
19. Click "Save"
20. Once saved, the system will generate an employee ID for the subcontractor.
Changing Employee IDs from Subcontractor to Direct Employee (and Vice Versa)
21. When a subcontractor becomes a direct employee, untick the "Subcontractor" box for that employee under Organization > Staff > Employee Details
22. Click "Save"
23. A message will pop up to override the Existing employee ID. Hit Yes.
24. The system will assign the next number in the sequence for the subcontractor who became a direct employee.
25. When a direct employee becomes a subcontractor, go to Organization > Staff > Employee Details and assign that person to a subcontractor.
26. Choose the correct subcontractor and hit Save
27. A message will pop up to confirm the override of the existing Employee ID. Hit Yes.
28. The system will automatically assign the subcontractor employee number for the staff.
Adding Employee IDs using the GH Staff Import File
29. Go to Organization > Company
30. Click " Data Import"
31. Choose Staff from the Import Type
32. Download the template
33. Fill out all the necessary fields and include the Employee ID.
34. Go back to Organization > Company > Data Import and import the staff file.
35. Go to Organization > Staff and check the imported data.
36. The new staff should be added to the staff list with Employee ID.
