---
title: "How to set up autonumbering"
slug: "how-to-set-up-autonumbering"
tags: ["autonumber"]
updated: 2024-09-25T00:13:30Z
published: 2024-09-25T00:13:30Z
canonical: "knowledgejems.jemini.com/how-to-set-up-autonumbering"
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledgejems.jemini.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to set up autonumbering

## 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.

> [!WARNING]
> 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

1. [**Set up the autonumber rule**](/docs/how-to-set-up-autonumbering#set-up-the-autonumber-rule)
2. [**Assign the autonumber rule to the owner**](/docs/how-to-set-up-autonumbering#assign-the-autonumber-rule-to-the-owner)
3. [**Add a new position**](/docs/how-to-set-up-autonumbering#add-a-new-position)
4. [**Add a new employee**](/docs/how-to-set-up-autonumbering#add-a-new-employee)

---

## Set up the autonumber rule

1. Go to **Business > Business core tables.**
2. Select **Autonumber**.
3. Select **Add card**. This will open the **Add autonumber** panel.
4. In the **Name** field, enter a name to best describe the autonumber rule.
5. Select an autonumber type: **Employee** or **Position**.
6. Enter the number you want the autonumbers to start from.
7. Add a prefix if desired (this will be a fixed set of numbers or letters that will always apply when adding new employees/positions).
8. 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**.
9. Set **Active** to **Yes** or **No**.
  1. If set to **No** you won’t be able to use this autonumber rule until you activate it by changing this setting to **Yes**.
10. Select **Green Tick Button**.

---

## Assign the autonumber rule to the owner

> [!NOTE]
> 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).

1. Navigate to **Business > Organisation Components**.
2. Select an organisation component that has **Owner** set to **Yes** to open the panel. See the arrow in the screenshot below.
3. Navigate to the bottom of the panel to find two backpacks: **Employee autonumber** and **Position autonumber**.
4. Select a rule for the employee autonumber.
5. Select a rule for the position autonumber.
6. Select **Green Tick Button**.

---

## Add a new position

1. Navigate to **Business > Positions > Positions Catalogue**.
2. Select **Add position**. This will open the **Add position panel**.
3. 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.
4. 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.
5. Fill out the remaining position details.
6. Select **Green Tick Button**.

> [!NOTE]
> 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

1. Navigate to **People > Employees**.
2. Select **Add employee**. This will open the **Add employee** panel.
3. 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.
4. 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.
5. Fill out the remaining employee details.
6. Select **Green Tick Button**.

> [!NOTE]
> TIP
> 
> When you add another employee and select the same owner, the employee number will increase by one number for each new employee.

![save or submit icon](https://cdn.document360.io/4610df0d-4d6e-4f46-8b41-8e4dd44c29a6/Images/Documentation/save%20or%20submit%20icon.png)

Select this button to save and submit your content and close the panel.