1. Configuration Guide
  2. Initial Setup Using Simphony Home
  3. Assign Templates

Assign Templates

Human Resources templates are used to tailor the information shown when setting up employees as not all fields are required. Default templates have been created which need to be assigned to your location.

  1. Sign in to Simphony Home with your credentials.
  2. From the Dashboard, click the application navigation icon (This image shows the application navigation icon, which are three horizontal lines, one on top of the other.) at the top left of the page to view the side panel menu.
  3. Click Labor Management, click Human Resources, click Admin, and then click Template Assignment.
  4. For all roles, assign the Simphony Default Home Location template to the following:

    • Home Store Template

    • Home Store Edit Template

  5. For all roles, assign the Simphony Default Away Location template to the following:

    • Away Store Template

    • Away Store Edit Template

    Figure 3-4 Assign HR Templates to Roles Page


    This figure shows the assign HR templates to roles fields.
  6. Click Save.

Parent topic: Initial Setup Using Simphony Home