Using templates for employee setup

Alerts and notices

Employee templates enable you to add new employee records more efficiently and accurately. Using templates, you can set up common employee information, such as employee type, payroll schedules, accruable benefits, payroll items and taxes, and workers' compensation codes. Keep in mind that you will still be able to modify information that is unique for each employee.

Once you create a new employee record using a template, you will need to proceed through normal employee setup steps to be sure that all unique and pertinent information has been included.

Note: Employee templates cannot be applied to existing employee records. They can be used only during the setup phase for new employee records.

See also: Employee setup overview

Creating a new employee template

  1. Choose Setup > Employee Templates.
  2. In the Employee Templates screen, select the client or client template from the Client field at the top of the screen.
  3. In the Identification section, enter a template ID (required) and a template name (not required, but helpful to clearly identify the purpose of a template).
  4. On each tab, enter information which should apply to all or most employees using this template.

    Note: Be careful to avoid entering information that is unique for any particular employee.

  5. When all the necessary information has been entered, click the Enter button to save the template. The template is now included in the Employee Templates list and will be included as a selection in the Select Employee Template dialog when you begin adding a new employee record for this client.

Adding a new employee using an employee template

  1. Choose Setup > Employees.
  2. In the Employees screen, select the appropriate client from the Client field at the top of the screen.
  3. Click the Add button.
  4. In the Select Employee Template dialog that opens, select an employee template from the Template drop-down list and click OK.
  5. The new employee record is populated with all the information from the employee template. On each of the tabbed pages in this screen, continue to enter any information that is unique to this employee. For more detailed instructions, please see the Employee setup overview topic.