Generate Employee Template Preview

Explanation

This activity is used to generate a preview of the employees selected using an employee template.

Prerequisites

In order to perform this activity, criteria to select employees is required to be defined in the Employee Selection Template/Categories tab.

System Effects

As a result of this activity, the employees who are selected based on the criteria specified in the Employee Selection Template/Categories tab will be listed in the table of the Employee Selection Template/Preview tab.

Window

Employee Selection Templates

Related Window Descriptions

Employee Selection Templates

Procedure

  1. Open the Employee Selection Templates window.
  2. Query or populate to select the template you want. Right click and click Details to open the Employee Selection Template window.
  3. Go to the Employee Selection Template/Preview tab.
  4. Click Generate Template Details to open the Employee Template Preview Dates dialog box.
  5. Enter the date from which the criteria should be considered valid in the Valid From field.
  6. If required, enter the date until which the criteria should be considered valid in the Valid To field.
  7. Click OK to select the date interval.
    The valid period will display in the respective fields in the Employee Selection Template/Preview tab. Also, the employee ID, first and last names and organization code of employees selected based on the criteria of the template will be listed in the table.