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How do I set the employee ID?

Employee ID2:11

"How do I set the employee ID?"

The field for "Employee ID" gives you a place to store any unique ID for any person. "Employee ID" is an optional field, and can be left empty.

To set an "Employee ID":

  1. First, select the person on: MenuPeople
  2. Then tap: SettingsJob settings
  3. Then scroll down to: Employee ID (optional)
  4. Type in what you'd like to store. You can store up to 100 characters.
  5. And finally, tap: Save

Examples of what you may store in "Employee ID" include:

  • Security badge number.
  • Network ID.
  • Employee number.
  • Insurance number.
  • Or anything else.

One important use for the "Employee ID" is that it's available to be used as an "Insert" into docs.

To insert a person's "Employee ID" into a doc:

  1. First, select the doc on: MenuDocs ... all
  2. And select a doc.
  3. Then select the same person you recently set the "Employee ID" for.
  4. Now that the doc's opened, type in some words near the bottom.
  5. As you type, you'll see a preview instantly on the right side.
  6. Then tap the "Insert" button, and select: "[PersonEmployeeId]"
  7. And finally, again on the right-side preview, the person's "Employee ID" automatically shows up.

Keep in mind that:

  • You can also insert an "Employee ID" into bookmarks.

To learn more:

And that's it! That's everything you need to know about setting a person's "Employee ID"!

Updated: Thu, Oct 19, 2023.

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