New user template

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  • Idea
  • Updated 1 month ago
It would be great to have a user template for a new employees. So when there is a new employee, I can apply the template. No need to assign every single time off type etc.
This will prevent an error in setting up time off and other rules.

Photo of Seilie, Ignasius

Seilie, Ignasius

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Posted 1 month ago

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Photo of Vinodh.V

Vinodh.V, Community Moderator

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Hello Ignasius,

Thank you for posting your query in Replicon Community.

As I correctly understand you would like to have a template based on users.

Unfortunately, this functionality is not available currently.

As an alternative, you can go to Administration---User settings and define the defaults, so that the fields that you have set up will be automatically added.

Sample:



For time off, assignment, we can have this done using RIA as of now.

To know about RIA, please refer to the below links:

https://ria.replicon.com/WebSetup/SetupInfo.html

https://www.replicon.com/help/using-the-replicon-import-add-in-ria/

https://www.replicon.com/help/common-ria-use-cases/#Mass%20adding%20users

I hope this information helps.

Regards,

Vinodh.V