Template Cross Reference - By Organization Level

The Template Cross Reference - By Organization Level Maintenance allows you to create and assign Appraisals based on the Employee’s Organization Level. This can be overridden, so that an Appraisal for an Employee can be any Appraisal.

Creating a New Template Cross Reference - By Organization Level

  1. New
    To create a new 'Template Cross Reference - By Organization Level' click on the 'New' icon.

  2. Company
    Define the Company you are working with. 'Enterprise' will include all Companies.

  3. Organization Levels 1 - 5
    Define which Organizational Units in Org Level 1 thru 5 to include for this specific Template. ‘Enterprise’ includes all.

  4. Templates
    Select the Template that will be generated when an Employee is in the Company and the Organization Levels indicated herein.

  5. Save
    Once you are satisfied with your selections, click on 'Save'.