Bulk ID Card Generation Process- Help File

Created by Trisha B R, Modified on Mon, 13 Apr at 12:22 PM by Yogashree MP

This manual provides simple, step-by-step instructions to generate ID cards in bulk for employees or consultants using the application.

Step 1: Navigate to Associate/Consultant/Employee Module

Go to: Associate/Consultant/Employee Module → Employee List

Step 2: Filter Employees

Use the Filter option
Search employees based on Employee ID, Client, or other criteria
Click on Search/Load to view the list. Filtered employees data will get listed.

Step 3: Select Employees

Select employees using the checkbox option
You can select multiple employees for bulk generation

Step 4: Generate ID Cards

Click on the Extension option
Select Generate ID Card option
Choose the required:
- Template : Configured ID card template
- Document Type : Choose the specific documents to save the generated ID card in the application.
- Select Mailer Template to send ID card : To circulate the ID card to employee through mail choose the mailer template.
- Show documents in ESS portal: Generated ID card can able to show to employee under ESS portal based on this option enable.
- Download ID card after generate : For the use prospect generated ID card can able to download for the user reference.