Creating Employee Profile Templates
Creation date: 11/10/2021 2:37 pm
Updated: 21/8/2026 4:53 pm
Employee Profile Templates speed up onboarding by pre-populating commonly used fields on a new employee record.
Quick steps
- Go to Customer Admin > Organisation > Profile Template.
- Select New Profile Template.
- Enter the standard information and save the template.
- Select the template when creating a new employee.
1 Create the template
Create a template based on a common role, location or department. Complete the required fields and save it.
2 Apply the template
Select the relevant template while creating a new employee. Engage automatically applies the information recorded in the template.
Templates can be viewed, edited or deleted when required.
Need help? Contact support@engagesolutions.co.nz.