Configuration > Business > Employee template management

Applying an employee template in the HR functions menu

Since the procedure to apply a template is similar for all employee templates, we present you with an example of a template under the Employment section (from the Employment and Compensation function).

1Click on Apply an employee template.

2Check the chosen template from the new window.

3Click on OK.

▪View the content of a template before applying it. The content of the first template is displayed by default at the bottom of the window.

▪To view another template, select the button on the line of the chosen template.

▪Only the fields whose values have been entered will be displayed.

Things to remember

If you entered values directly on-screen for one or several fields found in the chosen template before clicking on Apply an employee template, a warning will be displayed to confirm the application of the template. The values on-screen will be replaced by those in the template.

4Confirm the information and if needed, modify them.

5If needed, fill out the fields with no values.

Things to remember

▪The employee templates are available (if they have been created) in the following functions:

oHire (for the following headings: Employment, Payment method and Banks to print);

oThe functions under the Employment profile section (Employment and compensation, Payroll settings, Percentage distribution);

oThe functions under the Banks and leaves section (Configuration > Pay > Basic parameters per company > Banks and leaves).

▪The application of an employee template respects access to the Modify the organizational structure of the employee file function. During a hire, if you do not have the access rights to modify the structure, some fields in the template will be displayed in gray and you will receive a message indicating that these data will not be applied to the employee file

Applying an employee template under mass updates

The application of an employee template is possible for the mass update of earnings and deductions as well as for the mass update of banks. Since the procedure is similar for all these functions, we present you with an example of an earnings and deductions update.

1Under Earnings and deductions to be added or modified (or Bank to add or modify), once you have entered the criteria and other information required for the mass update, select “Apply an employee template”, in the Selection.

2Click on and view the list of available templates.

3Check a template and view the content.

4Click on OK.

▪The chosen template for the mass update of Earnings and deductions must only contain earnings or deductions. If it contains other information such as a work number or a payment method, an error message will be displayed.

5In the displayed window, check your chosen option: Add, Add/ Modify or Replace.

6Click on Apply.

Things to remember

It is suggested to use Batch simulate or Batch save when a lot of employees must be processed (for example, 25 employees per page). The process will be deferred and will enable you to carry out your other tasks.

For more information

Employee template management - Additional information