Assigning Human Resources Templates to Roles

  1. In Reporting and Analytics, click the side navigation menu, click Labor Management, click Human Resources, 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.