How To Setup Employee Defaults

Goal

• How to auto-populate certain information when adding an Employee
• How to auto-assign information in an Employee Profile for a new employee

Environment:

• Push Web App

Process:

1. Click the Employees tab
2. On the left hand navigation bar, click Employee Settings
3. Under Employee Settings, click Employee Defaults
4. Under Statutory Holiday Eligible, click the drop down menu and select either: None, Eligible, or Ineligible
5. Under CPP Exemption Method, click the drop down menu and select either: None, Manually Specified or Automatically Determined by Birthday 
6. Under Vacation Payout Method, click the drop down menu and select either: None, Banked, or Paid Out 
7. Under Vacation Payout Units, click the drop down menu and select either: None, Percentage or Hours
8. Under Vacation Payout Amounts, input the necessary information if applicable
9. Under Vacation Average Hours Worked Per Day, input the necessary information if applicable 
10. Under WCB Rate, click the drop down menu and select either: None or the relevant Rate
11. Under Cost Center, click the drop down menu and select either: None or the relevant Cost Center
12. Under Balances - Name of Balance, select the drop down menu and select either: None or the relevant Rule if applicable

Additional Information

You can set Employee Defaults to auto-populate certain information when adding a new Employee or inviting a new Employee to Push. This will assist your team with ensuring that certain information is not missed when employees are onboarded. 

etting Employee Defaults will only apply to new employees created after these settings are saved; existing employee details will not be updated. Once the settings are saved, administrators will see certain information pre-populate or automatically assign itself when setting up a new employee profile, based on the configured Employee Defaults.

The Balances Employee Default is available for accounts using Leave Management and is based on existing policies. If no options appear in the dropdown menu, it indicates that rules for a policy have not been set up yet. Please refer to the relevant article listed below under Related Articles. 

The WCB Rate and Cost Center Employee Defaults rely on data you’ve already created or configured. If the relevant information doesn’t appear, you’ll need to set it up first. For more information, refer to the articles listed below under Related Articles.

Please note that only Super Administrators have access to setup Employee Defaults. 

Related Articles

• How To Add/Update The WSIB or WCB Rate
• How To Create A Cost Center
• How To Add/Adjust A Rule Under Balances Setup