Employee Profile Templates

To make the on-boarding process of new employees faster, you can create a profile template which will predetermine many of the New Employee form fields.

You can create a template based on role, location or department as an example.

To set up a new Profile Template, click on Customer Admin / Organisation / Profile Template / "New Profile Template".

Fill in the form, note that boxes with a red asterisk are compulsory fields.

Once created, each Profile Template can be viewed, edited, or deleted at a later stage as required.

To assign a template, these can be found when creating a new employee, location or department as examples. Selecting the relevant template will automatically assign the pre-defined information.

If you have any further queries about Engage or Profile Templates, please email support@engagesolutions.co.nz and we will get back to you as soon as we can.