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

Payroll Items

Positions

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.

Position Template

Creating a Position 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   

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.

Payroll Item Template

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.

Deleting a Template Record

To delete a Template Record that is no longer needed, click on  next to the Saved Template wanting to delete.