How to set up default settings for new employees

Overview

Configuring settings for new hires can be time-consuming, so NextGen Workforce allows you to apply default settings automatically. This ensures that Approval Workflows, Groups, Pay Cycles, and other configurations are applied seamlessly.

Steps to Configure Default Settings for Employees

1. Log in to your NextGen Workforce account.
2. Navigate to Settings from the left-side menu.
3. Scroll down to click on “Default Settings for New Employees”
4. Select the setting you want to configure from the dropdown menu:
   • Approval Workflow
   • Groups (e.g., Warehouse, Machine Operator)
   • Payroll Cycle
5. Click “Submit” after selecting the desired option.
6. Click the checkmark (✔) next to the setting to confirm the selection.

How Default Settings Apply to Employees

– Default settings will be automatically assigned to:

• All new employees created in the system.
• Newly synced employees from integrations like QuickBooks.
• Existing employees, updating their current settings to match the newly assigned defaults.

Example:

If the Warehouse group is assigned through default settings, it will be applied to all employees in the NextGen system, including existing and newly synced employees.

Why Use Default Settings?

• Ensures consistency across all employees.
• Reduces manual setup time for HR and managers.
• Automatically updates new employee settings in bulk.

By enabling default settings, businesses can streamline workforce management and ensure that all employees are correctly configured.

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