Add an Onboarding or Offboarding Template

Add multiple items or items of a specific type using a template. You can automatically add items when a request is filled by configuring a default template. For more information about configuring a default template, see Onboarding and Offboarding Default Templates.
  1. Navigate to the Home page in the MSP view.
  2. Click More > On/Off Boarding.
  3. Use the filters to locate the worker in the engagement to add the template for.
  4. In the Worker column, click the blue text to open the items for the engagement.
  5. Click .
  6. From the Template drop down, select a template.
  7. Click .