Onboarding and Offboarding Default Templates
These settings appear for a client country in . Default templates are added automatically
Note: If you are using the Bulk
Upload functionality to upload engagements to the application, it is recommended that
disable any default templates during the process.
Note: A red asterisk (*) indicates a required field.
| Setting | Description |
|---|---|
| On/Off Boarding Default Templates | Select which templates default for an engagement type. Boarding
templates are automatically added to a filled engagement. You can
select one of two settings for each engagement type, using radio
buttons. For Same for all job categories, the
template is applied to all engagements of a certain type. If you
select Decide per job category, drop downs
appear for each configured job category. From the drop downs, select
the template for each category. Note: If you select Decide
per job category, you can only configure one
template to a job category. |