Timekeeping Templates are used to prefill the Timekeeping Fields on Temp-Hire Opportunities. An organization default template is required to be set during Timekeeping setup, however, these templates can also be set at a Company level. Remember that these templates are only used for prefilling the actual fields on the Temp-Hire Opportunity record and that those settings can be changed per Opportunity basis.

Please note that a Worker can only ever be placed on one Timekeeping cadence, so it is highly recommended that you maintain the values from these templates for most jobs and avoid changing the cadence or start date between similar Opportunities.

To add new custom Timekeeping Templates, navigate to Settings > Time Keeping | Timekeeping Settings and select the plus icon.

From there, you will need to fill out all the required fields to then save your new Timekeeping Template.

You can change your default template by selecting the magnifying glass next to the section for Default Timekeeping Template.

Lastly, you can select the preferred template to set as your default and then select OK to apply these changes.

Just be sure to save your changes, and you are all set!