Employee Templates

Task #9071 | 5053.000

This change concerns RTC versions of NAV 2013 or newer exclusively.

Employee templates for creating a new or changing an existing employee could previously be defined only via the payroll area. However, these templates were usually not detailed enough, since most customers work with payroll area ALL and, if need be, MW and HW. Multiple payroll areas creation, just to define templates, made no sense.

With the new employee templates, the prefilling may be much more detailed. You can define any number of templates and also create a new template from an existing employee.

Creating new employee template

1. Select the desired employee in the Employee Staff List and switch to the Employee Card.

2. Choose the Save As Template feature in the Ribbon -> Actions -> Templates.

3. Choose the name for the new template in the Template Name field. All default values are already in the template. Of course, you can make changes directly in the template.

4. Click OK to finish creating a new template.

Creating new employees using an existing employee template

1. Right in the Employee List or Employee Card, select Actions -> New Employee from Template in the Ribbon.

2. The existing templates will be displayed.

3. Select the desired template and click OK.

4. The settings will be are acquired based on the template. Record other individual data you your employee.

Assigning a new employee template to existing employees

1. Select the desired employee and switch to the Employee Card.

2. Ribbon -> Actions -> Apply Template.

3. Select the new template and confirm by clicking OK.

Editing the existing template

1. Select any employee and switch to the Employee Card.

2. Ribbon -> Actions -> Templates -> Templates.

3. Choose the desired template and edit it via Actions -> Edit.

Please note that the assignments to social security are also set up in the Ribbon.

If you have set up a new employee using an employee template, similar assignments are no longer con-sidered in the Payroll Area. The options in the Payroll Area will be revised in a later update. If you do not want to work with the new employee templates, you can still work with the templates in the Payroll Area, as before.