EmpowHR: Section 16 - ePerformance

Cloning Template Definitions

This option allows the cloning of a template.

To Clone Template Definitions:

1. Select the Set Up HRMS menu.
2. Select the Product Related menu group.
3. Select the ePerformance menu item.
4. Select the Document Structure menu item.
5. Select the Clone Template Definition component. The Clone Template Definition page - Find an Existing Value tab is displayed.

   

6. Complete the fields as follows:

   Field	Instruction
   Document Type	Enter the document type that should be cloned or select data by clicking the search icon.
   Document Template ID identification	Enter up to eight alphanumeric characters for the new template ID and document type combination that should be cloned.
   Effective Date	Enter the effective data for the new template or select a date from the calendar icon.
   Description	Enter the applicable description
   Case Sensitive	Click this field if the search criteria is case sensitive.

7. Click Search. The Clone Template Definition page is displayed.

   OR

   Click Clear to clear the information entered.

   Note: All fields may be entered to narrow the search.

   

8. Complete the fields as follows:

   Field	Description/Instruction
   Document Type	Populated based upon the search criteria entered.
   Template ID	Populated based upon the search criteria entered.
   Effective Date	Populated based upon the search criteria entered.
   New Document Type	Enter the new document type or select data by clicking the search icon.
   New Template ID	Enter the document template ID that corresponds to the document type.
   Effective Date	Enter the effective date for the template definition or select a date from the calendar icon.

9. Click Save. The Template Definition component opens the new template that can be updated. For more information, refer to Defining General Template Information.