Creating Custom Hire Templates

Objective

After completing this lesson, you will be able to create Custom Hire Templates

Custom Hire Templates

You can flexibly configure the hiring process to cater to diverse needs of the company. Hire templates can be created to specify only the blocks needed for the type of employment you are hiring for, meaning that you can add, remove, and rearrange the order of the blocks as well as add standard and custom MDF objects to the configuration.

This gives the ability to add custom content while hiring. You can create effective-dated templates for specific hiring scenarios, for example, for contingent workers, interns, or full-time employees. This simplifies the hiring process to capture employee information for only the blocks needed for the type of employment for which you are hiring.

Go to Manage data to create a new custom hire template

All hire templates require the inclusion of the following pre-delivered Employee Central HRIS elements:

  • Name Information (First name, Last name, etc.)*
  • Biographical Information (birthdate, place of birth, etc)
  • Employment ID information*
  • Employment Information (Hire date, eligible for stocks, etc.)
  • Job Information (Division, location, etc.)
  • Personal Information (Gender, Marital status, etc.)*

* Required to be included in the first step

Each template can hold a maximum of 30 combined standard Employee Central HRIS elements and custom MDF objects between two and ten pages. One-page templates are not allowed by the system.

The Manage Pending Hires tool support configurable New Hire if you have new hire templates configured for new hire and rehire scenarios. Hiring template ID's can also be used in business rules.

All custom hire templates are fully supported in Manage Pending Hires.

Permissions

To create custom templates, you need to the following permissions:

  • Manage Business ConfigurationHire Template
  • Manage HiresHire Configuration Templates
Go to Manage Permission Role to add the necessary permissions for custom templates

Optional Exercise: Create a new custom hire template

Business Example

ACE would like to test a custom hire template if it meets their hiring needs.

Steps

  1. Go to Manage Data to create a custom New Hire template for testing purposes. Use the information provided in the table. If you do not see an option to create a Hire Template in Manage Data, you might have missed setting the permissions in Manage Business Configuration in RBP Unit 1.

    New Hire Template

    Template IDACE Hires
    Effective Start Date1/1/1990
    StatusActive
    NameACE Hires
    Template TypeEmployee

    Section Configuration

    Hire Block TypeEC Block TypeMDF Block TypeShow in Workflow
    Name: Legal Info
    HRIS ElementEmployment ID InformationNo SelectionNo
    HRIS ElementName InformationNo SelectionNo
    HRIS ElementNational ID InformationNo SelectionNo
    Name: Personal Info
    HRIS ElementPersonal InformationNo SelectionNo
    HRIS ElementBiographical InformationNo SelectionNo
    HRIS ElementAddress InformationNo SelectionNo
    HRIS ElementEmail InformationNo SelectionNo
    Name: Employment Info
    HRIS ElementJob InformationNo SelectionNo
    HRIS ElementEmployment InformationNo SelectionNo
    HRIS ElementJob RelationshipsNo SelectionNo
    HRIS ElementCompensation InformationNo SelectionNo
    1. Go to Manage DataCreate NewHire Template.

    2. Use the information from the New Hire Template table to complete the Hire Template fields.

    3. Select Details in the Section Configurations to enter block configurations as described in the table.

    4. Select Done and then Save.

    5. Go to Add New Employee using Action Search. You now see the Basic Data pop-up window where the selection of Hire Template is available.

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