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To create a new Leaves record using the Leaves Templates click .  Select the employee you are creating this Leaves record for. You can then click on  which will allow you to select from the template(s) you created. The data that was previously stored when you created this template will populate on the Leaves record you are creating. You can then add the remaining Leaves data if needed and click to complete the creation of this record. If you do not want this record saved you can click the button.

Creating a Payee Template Record 

A Payee template record can be created by clicking on the Image Removed button. You will then populate any recurring field that may be needed on the record. You can setup multiple template records for different types of payees.  Once these fields have been populated you can then click on the Image Removed button. You will then receive a prompt to Image Removed. You will type in the name of your template and then click Image Removed. 

 Utilization of a Payee Template Record      

To create a new Payee record using the Payee Templates click Image Removed. You can then click on  Image Removed which will allow you to select from the template(s) you created. The data that was previously stored when you created this template will populate on the Payee record you are creating. You can then add the remaining Payee data needed and click Image Removed to complete the creation of this record. If you do not want this record saved you can click the Image Removed button.

Image Removed   

Creating a Payroll Item Template Record

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