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Daily Operations

Step-by-step ID Studio procedures: allocate employee IDs, build and publish a card template in the visual builder, generate a batch of cards, and manage a card's lifecycle (print, issue, revoke, replace, verify).

Guide version: r1 Module version: 1.4.0 Updated: 2026-07-22 Estimated time: 4 min
Everyday Use

Daily Operations

The four things you'll actually do in ID Studio — number employees, design a card, generate a batch, and manage cards afterwards — each as a short procedure.

Allocate employee IDs

  1. Open ID Studio → Allocate IDs

    The list shows staff with no Job ID yet.

  2. Select

    Tick employees (selection persists across pages) or use Allocate all missing. The banner shows the predicted next number.

  3. Allocate

    Each gets the next unique ID from your format. Existing IDs are never touched; each assignment is audited. A green toast reports how many were allocated (and any skipped).

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You can also let generation allocate on the fly — tick “Allocate an ID for employees who don't have one” on the Generate screen.

Build & publish a template

  1. Open ID Studio → ID Templates → New template

    Give it a name, an optional description and an orientation (landscape or portrait). You land in the builder.

  2. Add fields & elements

    From the left palette, drag (or click) fields onto the canvas: employee photo, full name, employee ID, department, position, emergency contact name/phone/address, government IDs (TIN, SSS, Pag-IBIG, PhilHealth, GSIS), company logo/name, the authorized signature image, a QR code, a barcode, plus free text, shapes and lines. Switch Front / Back with the toolbar buttons.

  3. Arrange

    Select an element to move it (drag), resize (corner handle) or rotate (top handle). The right inspector sets exact position, size, rotation, opacity, typography, image fit/border and shape fill. Use the layer panel to reorder, lock, hide or delete. Undo/redo (up to 50 steps) and a background image upload are in the toolbar.

  4. Preview & save

    The builder autosaves your draft ("All changes saved" in the toolbar). Click Preview to see the card filled with a real employee's data.

  5. Publish

    Click Publish. The front must contain both Full Name and Employee ID. Publishing creates an immutable version that generation can use. Editing later starts a fresh draft — the published version is preserved.

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Back in the library you can duplicate, archive or set a default template (only a published one can be the default). The default is pre-selected on the Generate screen.

Generate a batch

  1. Open ID Studio → Generate IDs

    Pick a published template.

  2. Choose employees

    The table flags each employee: No ID (needs a Job ID) and Active tag (already holds a live card). Tick employees (selection persists across pages).

  3. Set options

    Valid from / until (defaults from Settings), auto-allocate missing IDs, and how to handle employees who already have an active tag — skip, replace (supersede the old card), or generate anyway.

  4. Generate

    A progress bar fills as cards render in the background. Each employee gets a front image, a back image and a print-ready PDF, recorded in the registry. It's safe to leave the page after it completes; re-running the same request won't duplicate cards.

Manage a card (registry)

Open ID Studio → Registry. Filter by status, template or expiry; export CSV; and use each row's actions menu:

ActionWhat it doesAvailable when
ViewOpens the card detail — front/back preview, metadata, data snapshot and a lifecycle timeline.Always
Download PDFDownloads the card's print-ready PDF.When a file exists
Mark printedRecords that the card was printed.Generated
IssueRecords handing the card to the employee.Generated / printed
RevokeInvalidates the card — a reason is required.Any active card
ReplaceRenders a new card for the same employee and supersedes the old one (lineage kept).Any non-replaced card
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Revoke is deliberate. A revoked card can't be un-revoked, and its QR immediately verifies as revoked. To give the employee a working card again, use Replace.

Verify a card

  1. Scan the QR

    Any phone camera opens the card's verification link.

  2. Read the result

    The public page shows one of: Valid, Expired, Revoked, Superseded, or Not recognized — and nothing else. No personal data is shown.

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