Set up an employee template

Employee templates save time during the setup process. Do the following to set up an employee template:

Select Setup
then Employee Template
.

In the

Employee Templates

screen, select the client or client template from the Client
field.

In the Identification section, enter a template ID (required) and a template name (not required, but helpful to identify the purpose of a template).

On each tab, enter information that applies to all or most employees using this template.

When you've entered all the necessary information, select Enter
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

window when you begin adding a new employee record for this client.

This article applies to: