Employee templates

Templates let you save a set of predefined employee profile values that you can reuse when creating new employees. Instead of filling in every field manually, you can apply a template to populate multiple fields at once. Templates are managed from the Templates tab of the Employees module.

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NOTE
If Employee creation templates is not activated for your MobiClocks environment in Administration > Settings > General, the Templates tab and the template picker on the employee creation screen won't be available.

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PERMISSIONS
Your role needs to have the Manage employee templates permission under Administration > Role Permissions > Employees to be able to create, edit, share, or delete templates.

Templates list

The Templates tab contains a table of all the templates available to you, with the following fields:

Template name. The name of the template specified when creating a template.
Owner. The user who created the template. See Users.
Company. The employee's company.
Role. The employee's role.
Job title. The employee's job title.
Pay group. The employee's pay group.
Visibility. Who the template is shared with. See Share a template.

Create a template

To create a new template, select New template on the Templates tab.

Add a Template name (required) to identify the template, then fill in the fields you want the template to apply. A template can include the following fields:

Profile information

Role (required)
Organization unit
Company
Pay group (required)
Pay class
Default cost code
Comp code
Job title
Work classification
Department
Skill tags
User-defined fields

General settings

Non eligible for rehire
Ignore job site hours policy

User account settings

GPS tracking
Allow Personal app punches
Cost Code on punch out
Geofence lock
Roaming employee

Assign job site

Assign one or more job sites to employees the template is applied to. Job sites can also be assigned later from the employee profile.

For detailed information about each field, see Manually create an employee.

Select Save to save the template.

Share a template

By default, a new template is visible only to you. To share it with others, select the share icon next to the template on the templates list, then choose a visibility option:

Global. Visible to everyone in your MobiClocks environment.
Organization unit. Visible to users in a specific organization unit. This option is available if your organization is converted to an enterprise structure.
Personal. Visible only to you.

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NOTE
Front-office roles can only create personal templates. Global templates can be created by back-office roles if your enrivonment is not converted to an enterprise structure.
If your enrivonment is converted to an enterprise structure, global templates can be created only by those back-office roles that have access to all org units.

Select Share to apply your changes.

Delete a template

To delete a template, select the delete icon next to the template on the templates list.