Available for the following plans: Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll
Available for the following HR classic plan: Platinum
Available for the following user access level: Admin
The Bulk Issue Documents feature allows you to select the required employees and then choose the document to issue to all selected users. You can only bulk-send documents you create using the advanced editor, not the basic editor.
You can not use this feature to bulk-issue documents to your HeroForce employees.
Don't have access to this feature? Contact our friendly sales team here if you’d like to upgrade your account to gain access to Bulk Document Issuing with Employment Hero today.
Helpful Hint
We can only create or bulk issue one document batch at a time. Once that batch has finished processing, you can create and issue another batch.
- Click the Compliance menu.
- Click the Bulk Issue Documents submenu.
- Use the following filters to refine your results:
- Personnel type:
- Employee
- Contractor
- Job title
- Status:
- Active
- Pending
- More:
- Teams
- Locations
- Personnel type:
- Select the employee that needs a document issued.
- Click the Continue button.
- Use the following filters to refine your results:
- Template types
- Countries
- Select the required document.
- Click the Continue button.
-
Review and edit the document as you would when issuing and individual document.
Helpful Hint
- Grey variables will auto-populate with each recipient’s information. Make sure these are up to date.
- You can manually edit the pink-coloured variables, but they will display the same for each recipient.
- You can remove and/or add blocks.
- Enter your signature in the Signature field.
- Click the I have Read and Understood the Disclaimer Above tick box
- Click the Continue button.
- Review your choices and if ok, select the I have Read and Understood tick box.
- Click the Issue button.
- Click the Confirm button.
Don't have access to this feature? Contact our friendly sales team here if you’d like to upgrade your account to gain access to Bulk Document Issuing with Employment Hero today.