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<< Click to Display Table of Contents >> Creating an employee template |
Access: Configuration > Business > Configuration > Employees templates
1Click on Create an employee template.
2In the Employee template definition screen, enter the title of your choice in the Template.
3Enter a French description and an English description.
4If needed, enter a Start date and an End date for the use of the template.
▪End date is used to remove templates from the selection list. If the end date is removed, the template is re-activated and can be used again.
5In Applicable to the company, select the company.
6Under Selection of component, check the desired component.
▪The component fields are automatically displayed at the bottom of the section.
▪If a user does not have access to a certain employee file function, he or she will not be able to select the component containing information for that function.
Things to remember ▪If you are doing earnings and deductions mass updates (Earnings and deductions function in the Human resources menu, Mass update section), the employee template must contain only earnings or deductions codes. If it contains other information, such as a job number or remuneration type, an error message will pop up. To prevent this from happening, create an employee template dedicated to earnings and deductions mass updates. ▪For details of the components and functions for which templates can be used, see Table - Template components in the functions. |
7Fill out the different fields according to your needs. It is not necessary to fill out every field.
Things to remember In the Employment profile, Payroll settings, and Absence settings, select a value from the drop-down list in each field (Work province, Earning, Bank to print, etc.) according to the needs of your enterprise. The possible values are: ▪No value: when the template is applied, no information will be recorded in the employee file for this field. Therefore, if a value is present in the employee file, it will be erased ; ▪Blank row: when the template is applied, this field is not considered. Therefore, the information included in the employee file remains unchanged ; ▪Row with a value: when the template is applied, the selected value is applied to the field in the employee file. Therefore, the information included in the employee file is replaced by the selected value. |
8If necessary, enter a reason for the modification.
9Click on Save to complete the procedure.
Things to remember The data entered when creating an employee template is not validated. It is validated when it is saved in the function where the template is applied. |
For more information
Employee template management - Additional information