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How to: Set up Default Employee Position Coding Templates

Welcome to our guide on how to manage GreenSlate's default employee position coding options. I’ll walk you through each step, so you can complete the process with ease.

1. Create a Start Work Default Code Template

If you would like to create a template, access the Start Work Default Codes module located in the left-hand navigation menu.

Create a Start Work Default Code Template

2. Add New Default Code Item

Then, click on Add Item.

Add New Default Code Item

3. Name Your Template

Next, enter the Name of your template.

Name Your Template

4. Add a Description

Then, add a Description for your template.

Add a Description

5. Add Default Codes

Next, Add your default Codes.

Add your default codes

6. Add Your Holiday and Vacation Codes

Then add your holiday and vacation codes.

Add your Holiday and Vacations codes

7. Add Your Detailed Codes

Next, add Detailed codes (if needed).

Add add your detailed codes

8. Select Deduction Codes

Then, click on the Deductions tab if applicable.

Select Deductions Codes

9. Enter Deduction Code

Next, enter your deduction codes.

Enter Deduction Code

10. Save Default Code Settings

Then, click Save.

Save Default Code Settings

11. Select the Template Codes on the Start Form

Next, access the Account Codes grid on the start form.

Select the template codes on the start form

12. Select the Template Codes

Then, select the newly created template from the Select Template dropdown and choose the codes you want to auto-generate.

Select the template codes

13. Submit the Start Form

Lastly, Submit the start form.

Submit The Start Form

That's it. You have successfully configured and managed your Start Work Default Codes in GreenSlate. If you have any questions or need more help, please visit our Help Center or reach out via email or chat.

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