An employment template and an individual employee's settings describe the same things — the working conditions and the requests available — but they work at different levels. You prepare a template once and assign it to many people in bulk, which makes onboarding faster and less prone to mistakes. An employee's settings are the individual values for one person.

The employment template

A template is a ready set of Employment conditions and Available requests that you assign to many employees at once. That way new people get consistent settings straight away, without configuring each one by hand.

• you prepare it once and use it many times
• you assign it in bulk to many employees
• fewer clicks when onboarding new people and less risk of a mistake

An individual employee's settings

An employee's settings are the same conditions, but set individually for one person. You can override them even after a template has been assigned — the template establishes the starting point, and you can refine a particular person's data afterwards.

The details of configuring templates are in Employment templates. Assigning templates and groups to employees is covered in the Team management category.

Updated on: 09/08/2026