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The following are objects that are setup with the capability to have template utilization available:
Employee
Leaves
Payroll Items
Positions
| Note |
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Multiple template records can be created within one object. |
Employee Template
Creating an Employee Template Record
An Employee template record can be created by clicking on the 
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 employees. Once these fields have been populated you can then click on the 
button. You will then receive a prompt to 
. You will type in the name of your template and then click 
.
Utilization of an Employee Template Record
To create a new Employee record using the Employee Templates click . 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 Employee record you are creating. You can then add the remaining Employee data needed and click 
to complete the creation of this record. If you do not want this record saved you can click the 
button.
A Position template record can be created by clicking on the 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 positions. Once these fields have been populated you can then click on the button. You will then receive a prompt to . You will type in the name of your template and then click .
Utilization of a Position Template Record
To create a new Position record using the Position Templates click . Select the employee you are creating this Position 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 Position record you are creating. You can then add the remaining Position data needed and click to complete the creation of this record. If you do not want this record saved you can click the button.
A Leaves template record can be created by clicking on the 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 leave. Once these fields have been populated you can then click on the button. You will then receive a prompt to . You will type in the name of your template and then click .
Utilization of a Leaves Template Record
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.
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Utilization of a Payroll Item Template Record
To create a new Payroll Item record using the Payroll Item Templates click . Select the employee and the Payroll Item you are creating this 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 Payroll Item record you are creating. You can then add the remaining Payroll Item data needed and click to complete the creation of this record. If you do not want this record saved you can click the button.
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