Series (People)

The Series Master page is a crucial and mandatory step in the People module, used for creating and managing series for Employee, Intern, Consultant, Apprentice, Travel, Consultation Booking, and Trainee.

This page assigns a unique and easily identifiable series number.

To open this, navigate to Configuration->General Configuration->Series.

Create Series Master:Series:

1. Select the Company.

2. Choose People in the Category for the series.

3. Select the Type for the series:

   • Employee

   • Intern
   • Consultant
   • Apprentice
   • Travel
   • Consultation Booking
   • Trainee

4. Select how often the series number Resets.

5. Enter the Starting No. for the series.

6. Define the total No. Of Series entries to generate.

7. Enter a Series Prefix that will be used in the series identifier.

8. Enable the Branch Wise Series option if you want to generate series specific to each branches.

Once the Branch Wise Series option is enabled, then only the option to select Branch will appear.

    9. Select the Elements to include in the series identifier.
   10. If you want, utilize the AI Series Generator (icon next to the "+" symbol) for automatic generation of series based on your
         configuration.          
   11. See a real-time Preview of the series identifier format based on the inputs.