How do I copy an employee position's template from another employee?
Use the position template from an employee to set up the tasks and activities on another employee. Copying a position template will copy the tasks and activities from the selected employee position to the employee position that you're working on. Once the tasks and activities are copied, you can add, edit, or remove tasks and activities to customize the position template for the employee position.
This tool is helpful when you're organization is using position templates to set up a timesheet that an employee will use to enter hours worked.
Copying an employee template
1. Open Connect Timekeeping Employee Modify Existing Employees.
2. Click to select the Positions tab.
3. Click to select the Templates tab.
4. Click Copy .
Copy templates from an employee
5. Enter the employee name or number and then select the position with the template to copy from.
Copy Templates from Employee Position form
6. Click OK.
The tasks and activities will be copied to the Templates tab. You can review the tasks and activities and make changes to them to fit the employee position. The tasks and activities will be displayed on the timesheet exactly as they are listed on the Templates tab.
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