Template records can be created in the USPS-R system and these records will hold recurring data in specific fields that will appear in the record when the template is chosen for record creation.
Available USPS-R Template Objects
The following are objects that are setup with the capability to have template utilization available:
Employee
Leaves (Accumulations)
Payroll Items
Positions
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
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
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
A Payee 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 payees. 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 Payee Template Record
A Payroll Item 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 payroll items. 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 Payroll Item Template Record
Multiple template records can be created within one object.