How to Create, Edit, and Use New Hire Templates?

With New Hire Templates, you can create reusable templates to quickly add employees with predefined fields such as department, position, and employment type. This ensures efficiency and consistency when onboarding new staff.

To create New Hire Template:

1. Go to System Settings > Templates.
2. Select New Hire Templates from the list.
3. Click Add New Template at the top-right of the grid.
4. Enter a Template Name.
5. Toggle the status to Active or Inactive.
6. Edit the fields you want to populate.
7. Click Save.
   
   

   Note: Sections such as Assigned Tasks, Manage Time Off, Profile Photo, and Automatic Task Assignment are not included in templates.

To edit New Hire Template:

1. Click the pencil icon in the Actions column.
   
2. Update the template as needed.
3. Click Save.

Note: Changes apply only to future use of the template. Existing employees created from the template will not be affected.

To use New Hire Template:

1. When adding a new employee via People, Onboard, Directory, or User Management, click the + button.
2. Click Use Template in the upper-right corner of the page and select the desired template from the dropdown menu.