Adding a Staff Template

Using templates will keep your data uniform and decrease the amount of time it takes to create a staff because most of the options are already entered.

There are two ways to create a staff template: from a blank template or a copy of an existing staff template.

1. Open Dashboard, click Application Links on the navigation panel, and then click Staff Manager under Staff.
2. Do any of the following:

Add a staff template.

1. Click New > Template in the Create group on the Home tab.
2. Enter the template information on the Template details tab. To create the default staff template This staff template is used whenever someone creates a new staff, unless they specify another template or copy details from an existing staff to create a custom template., select Default template for new staff.
3. Enter information for the new staff template. Click in the upper-right corner of the window for more assistance, if needed.

Copy a staff template.

1. Select a template from the Staff Templates grid.

Note: To open the Template grid, click Staff Managerunder Staff on the Application Links window in Dashboard. In Staff Manager, click Templates and Settings on the navigation panel.

2. Open the new Staff Template window by doing one of the following:
• Click Copy in the Create group on the Home tab.
• Right-click the grid and select Copy from menu. The new Staff Template window displays, containing the same information as the copied template, except the information on the Template details tab.
3. Enter the template information on the Template details tab. To create the default staff template This staff template is used whenever someone creates a new staff, unless they specify another template or copy details from an existing staff to create a custom template., select Default template for new staff.
4. Enter information for the new staff template. Click in the upper-right corner of the window for more assistance, if needed.
3. Click one of the Save buttons or cancel.

Button	Description
Save	Saves the staff template and the window stays open for editing.
Save & New	Saves the staff template and opens a new window to create a new staff template. Note: This option is not available if editing a staff template.
Save & Close	Saves the staff template and exits the window.
Cancel	Exits the window without saving your changes.