HR Templates

Templates simplify the process of submitting new records by populating fields automatically.

To use a template, populate the most-used fields for a specific table, save it as a template, and then make the template accessible to your users. Users can manually apply a template when creating records, or an administrator can define scripts to apply templates automatically.

Refer to Templates.

Like sys templates, HR templates are used to automatically populate data into HR cases that fall under specific HR service and Center of Excellence (COE). Several HR templates are predefined and others are added as you create custom HR case templates with associated HR tasks. You can modify any HR template.

HR templates are based on sys templates, but have a custom UI to reduce complexity. There are two types of HR templates:
  • HR case templates
  • HR task templates