Assigning Human Resources Templates to Roles

  1. In Reporting and Analytics, click Labor, click Employee Administration, click Admin, and then click Template Assignment.
  2. For each role, select a template for the following columns:

    The list of roles shown in this configuration screen depend on the Can Be Assigned in HR Form role permission.

    1. Home Store Template: the template to use when creating an employee record at an assigned location.
    2. Away Store Template: the template to use when creating an employee record while working as a visitor.
    3. Home Store Edit Template: the template to use when editing an employee record at an assigned location.
    4. Away Store Edit Template: the template to use when editing an employee record while working as a visitor.