Introduction/Purpose: 

The introduction of the Templates Master module allows HRMS users to create, store, and manage templates efficiently. Each template is associated with specific information, such as a template name, template code, instructions, number of sections, added date, added by, and approval status.

The purpose of this module is to streamline the template management process within HRMS. It enables HR administrators to add new templates to the system, delete unnecessary templates, and track the approval status of each template. The Templates Master module ensures that HR professionals have access to standardized templates for various HR processes, such as induction programs, stages of a project, or other relevant HR documentation.

Dependency:

• User Authentication and Access Control: The module depends on the user authentication and access control mechanisms provided by HRMS. It ensures that only authorized HR administrators or users with appropriate permissions can access and manage templates within the module.

• Template Creation and Modification: The module depends on the ability to create and modify templates. It requires a user interface or functionality within HRMS that enables HR professionals to design, customize, and update templates according to specific requirements.

• Template Storage and Retrieval: The module relies on a storage mechanism within HRMS to store the templates. This includes the ability to save template content, associated metadata, and any related files or attachments in a structured manner for easy retrieval.

How To Navigate: 

The navigation to a template master in a HRMS typically involves the following steps:

• Click on the main navigation icon: The main navigation icon located in the top  right corner of the screen. Clicking on this icon will open the navigation menu, which typically includes links to various sections of the HRMS system.

• Click on the training and survey section: The template master is located under the master section. By clicking on the template master will display a template code, template name, instructions, no of sections, added date, added by, approval status and action.

Listing: 

• Filter : User can filter the data based on the following categories: 
  • Template Name 
  • Template Code

Note: After entering the data in the filter section the system filters the data based on the filter.

• Quick Search: This feature allows users to quickly search for specific records or information within a listing. It enables users to enter keywords or criteria to find relevant data efficiently.

• Show all listing records: This feature allows users to display all records or entries in a listing or database at once. It eliminates any pagination limits and shows a comprehensive view of all available data, making it easier to browse through and analyze large datasets.

• Delete Row: This feature allows users to remove a specific row or record from a table or listing. It provides a means to remove unwanted or outdated data, enabling data cleanup and maintenance within the system.

• Clone: The clone feature allows users to create a copy or duplicate of an existing template.

• Pagination: It typically includes navigation links or buttons to move between pages, making it easier to browse and navigate through large datasets without overwhelming the user with all the records at once.

Recording & Update:

The template master in a training and survey module is typically includes:

• Template Name: This field requires the user to enter a name or title for the template. The name should be unique and descriptive, allowing easy identification of the template.

• Template Instructions: This field allows the user to provide instructions or guidelines related to the template. It can include information on how to use the template and specific steps to follow.

• Sections: This field is used to define the different sections within the template. The user can specify the number of sections (e.g., 1, 2, 3, 4) to organize the content or questions within the template.

• Section Descriptions: This field allows the user to explain the purpose or content of each section, providing clarity to users who will be working with the template.

• Select Questions from Question Bank by Drag and Drop: This field describes a specific functionality within the template. It suggests that there is a question bank available, and the user can select questions from it by dragging and dropping them into the template. If the questions are not available in the question bank, the user needs to go and add them.

Note: “*” represents the mandatory fields to be entered by the user.

The user can perform the following actions in this section:

• Submit: This option allows the user to add the template master in the system.

• Discard: This option allows the user to discard the changes before saving it.