Getting started
You can now set employee autonumbers and position autonumbers.
An autonumber automatically assigns an employee or position with a unique identifying number within Jemini.
Permissions required
The following permissions are required before a user can set employee and position autonumbers.
Business core table – Add and Change
Organisation component catalogue – Add and Change
Position catalogue – Add
Employee – Add
Contents
Set up the autonumber rule
Go to Business > Business core tables.
Select Autonumber.
Select Add card. This will open the Add autonumber panel.
In the Name field, enter a name to best describe the autonumber rule.
Select an autonumber type: Employee or Position.
Enter the number you want the autonumbers to start from.
Add a prefix if desired (this will be a fixed set of numbers or letters that will always apply when adding new employees/positions).
Set Is the autonumber editable to Yes or No.
Set to Yes to make the autonumber editable when adding the employee or position.
The default is set to No.
Set Active to Yes or No.
If set to No you won’t be able to use this autonumber rule until you activate it by changing this setting to Yes.
Select Green Tick Button.
Assign the autonumber rule to the owner
What’s an owner?
An owner is the top organisation component — the owner sits at the top of the organisation structure. The owner doesn’t need to be the legal entity, just whatever is going to be the top organisation component. A business may have multiple owners (this would be for clients that want to separate business or people data within Jemini).
Navigate to Business > Organisation Components.
Select an organisation component that has Owner set to Yes to open the panel. See the arrow in the screenshot below.
Navigate to the bottom of the panel to find two backpacks: Employee autonumber and Position autonumber.
Select a rule for the employee autonumber.
Select a rule for the position autonumber.
Select Green Tick Button.
Add a new position
Navigate to Business > Positions > Positions Catalogue.
Select Add position. This will open the Add position panel.
Select an Owner. If there is only one owner, they’ll be automatically selected. If not, select from the list of owners in the backpack.
Once the owner is selected, the Position number prefix and Position number will be pre-filled with your autonumber, depending on the rules that have been set. If the autonumber is editable, you can edit it. If not, it’ll be read-only.
Fill out the remaining position details.
Select Green Tick Button.
TIP
When you add another position and select the same owner, the position number will increase by one number for each new position.
Add a new employee
Navigate to People > Employees.
Select Add employee. This will open the Add employee panel.
Select an Owner. If there is only one owner, they’ll be automatically selected. If not, select from the list of owners in the backpack.
Once the owner is selected, the Employee number prefix and Jemini ID will be pre-filled with your autonumber, depending on the rules that have been set. If the autonumber is editable, you can edit it. If not, it’ll be read-only.
Fill out the remaining employee details.
Select Green Tick Button.
TIP
When you add another employee and select the same owner, the employee number will increase by one number for each new employee.
