Updating the
Rule Template Default StatusThis is Time & Labor functionality. To have Time & Labor enabled, contact your Account Manager.
More than one
Rule is often needed on a Placement. Rules that are frequently used together can be added to a Rule Template. Selecting a template instead of picking each Rule individually can save time and prevent errors when adding Rules to a Placement.The Rule Template feature allows for one Template to be set as the default template for the entire
instance. The default template will be added to all new Company records created after the default is set. It is not retroactive. Rules and Rule Templates associated with Company records will populate into all future Jobs and Placements created for that Company. You can override the default template when needed.Setting the Default Status
- Navigate to Menu > Admin > Time & Labor Rules.
- Select the tab for Time & Labor Rule Templates to see a list of current templates.
- Select Set as Default from the Actions drop-down for the Rule that will be the default.
- Click Make Default.
Removing the Default Status
- Navigate to Menu > Admin > Time & Labor Rules.
- Select the tab for Time & Labor Rule Templates to see a list of current templates.
- Select Remove Default from the Actions drop-down for the Rule that will be the default.
- Click Remove.
In order to complete the steps above, you need the appropriate usertype entitlements. Contact
Support to update your access.Was this helpful?
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