1. Employee Management
  2. Employees
  3. Employee Information Management
  4. Creating an Employee Template

Creating an Employee Template

You can create a template for employee records to speed up the process of adding employees to NetSuite.

On the template record, you can select default values for fields on the employee record. When creating an employee record, you can select your template, and the default values will automatically fill in the employee record. For example, you can create a template for customer support reps that are paid hourly. On the template, you can select your support department and class, and the location of this support team. You can also select payroll earnings, withholdings, and deductions, and then designate the employee as a support rep.

When you add a support rep employee, you can select your template to fill in all the appropriate information. Go to Lists > Employees > Employees > New. Enter the employee's name and contact information, and then set up access to NetSuite, if necessary.

Note:

You must have the Advanced Employee Permissions feature enabled to view employee templates. For more information, see Advanced Employee Permissions Overview.

To create an employee template:

  1. Go to Lists > Employees > Employees.

  2. In the Employees list, click New Template.

  3. In the Employee ID Template field, enter a name for this template. You will select this name in the Template field when creating new employee records.

  4. Under Classifications, you can:

    • Select a default department, class, and location for employees. Click the plus sign next to any of these fields to create a new department, class, or location.

    • If you use NetSuite OneWorld, you can select a default subsidiary for employees.

    • If the Project Management feature has been enabled, you can select a default billing class for employees. An employee's billing class sets the rate billed for that employee's time.

  5. On the Human Resources subtab, you can define defaults for the following:

    • Type - Select an employee type from those defined at Setup > Accounting > Employee Related Lists.

    • Sales Role - If this template is for sales reps, select a sales role. Sales roles are defined at Setup > Sales > CRM Lists. If you select from this field, sales territories can be assigned to employees whose records are entered with this template. These employees can be selected in the Sales Rep field on customer records.

    • Support Rep - If this template is for support reps, check this box. If you check this box, case territories can be assigned to employees whose records are entered with this template. These employees can be selected in the Assigned To field on case records.

  6. Click Save to make your template available on employee records.

Related Topics

General Notices