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Assign external reference to employees

External references can be entered manually or auto-assigned

Written by triSaaS Support

The external reference is required for clocking in and out, as well as for payroll processing, when creating an employee. It can be entered manually or auto-assigned, depending on the configuration.

To enter it manually, simply add the reference number when creating the employee. If you prefer to auto-assign the external reference, you can enable the auto-assignment feature.

How to auto-assign the external reference to employees

  1. Go to General Settings in the configuration (the cog icon in the top right-hand corner).

  2. Head over to the Employee section.

  3. Enable "Automatically Assign Employee External References" and enter a starting number.

  4. Update the settings.


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