Employee Templates

An Employee Template allows a user to set up a specific shift availability, and apply it to multiple agents at one time via the Employee List--Employee Template column. Using an Employee Template where multiple agents share the same start/end times and working days will eliminate entering this same information into each agent’s availability/preference profile.

What do you want to do?

Tasks in this Topic Include:

• Access Employee Templates
• Create Employee Templates
• Modify an Existing Employee Template
• Delete Employee Template

Related Tasks:

• Maintain Employee List
• Applying Availability /Preference
• Fixed Shift Selection
• Exception Calendar and Meeting Planner
• Changing Rank Status
• Maintaining Notes
• Setting Non-Call Availabilities
• Maintaining Employee Details
• Maintain Inactive Employees
• Employee Import / Export
• Generating Employee Reports
• Employee Roles

Access Employee Templates

1. Select the Employee Templates to display the employee templates screen.
2. Select Employees from the left-navigation menu.

Create Employee Templates

1. Select New from Employee Templates.
   
2. Enter the name of the employee template in the Template Name field.
3. Enter a brief description of the employee template in the Description field.
4. Enter the employee team, or type 0 in the Employee Team field.
5. Enter the hourly rate, or type 0 in the Hourly Rate field.
6. Select a site in the Site drop-down menu.

7. Select the Availability/Preferences tab.
8. Enter the availability details for the template.

9. Enter the preference details for the template:

Availability/Preferences Tab Fields	Description
Start Time	Enter the start time for a shift.
Variance	Select the variance for the Start Time from the drop-down menu (Closest, Fixed, Earlier, Later).
Lunch Start	Select the lunch start from the drop-down menu (Earliest, Latest).
Lunch Length	Select the lunch length from the drop-down menu.
Shift Profile	Select the shift profile to assign to this template.
Fixed Shift ID	Enter a fixed shift ID (optional).

10. Enter the Max # of Days Scheduled in a Row (1-14).
11. Enter the Max # of Days Scheduled in a Week (1-7).
12. Select the Use as Default Template (optional).

Modify an Existing Employee Template

1. From the left-navigation menu, select Employees.
2. Select the Employee Templates to display the employee templates screen.
3. In the Template Name drop-down menu, select the template to modify.
   

4. Make the changes as required.
5. Select Save.

Select Reapply.

6. Select Re-Apply to confirm, or Cancel to cancel.

Delete Employee Template

1. From the left-navigation menu, select Employees.
2. Select the Employee Templates option. This displays the employee templates screen.
   
   
3. In the Template Name drop-down menu, select the template to delete.
4. Select Delete.
5. Select Save.