Assign Employee Template

These steps explain how to assign an employee the tools of one of your templates.

Within Tool #327 CU*BASE Employee Security, after you have created a new employee ID in the Employee Security Maintenance Dashboard, select Show Templates.
Select the template you wish to use and then select Copy.
In the Copy Employee Security Settings pop-up, use Select to select the employee(s) you wish to copy the template to.
If you have a CU-defined team code, enter it in the corresponding box.
If applicable, check the box(es) for Copy special security settings and Copy tool assignments.
- For most new employees, both boxes will apply. This also comes in handy for Examiner profiles.
Select your Copy method; you can either replace existing settings or merge.
- Merging is useful for existing employees taking on new roles or responsibilities.
Select the forward arrow or use Enter.
The Confirmation pop-up will appear. Select Add/Update.

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