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Template management via the business portal

Updated

Available for the following Business Portal platform: Business Portal, Reseller Business Portal
Available for the following Business Portal access: Business Portal Admin, Business Portal Owner

The Business Portal Template Management feature allows you to create a template group that contains a group of documents that you can assign to specific organisations that are a part of your business portal. This feature also includes the ability to disable documents that are no longer relevant, edit template group details, and delete the information if you created it in error.

Interactive demo

Click here for an interactive demo for template groups

Getting started

Adding a template group
  1. Log in to your payroll platform.
  2. Click the Content Management menu.
  3. Click the Template Group tab.
  4. Click the Add button.
    Template_1.jpg
  5. Enter the group name and click the Save button.
    Template_2.jpg
  6. Select your own templates to include in the group.
  7. Click the Next button.
    Template_3.jpg
  8. Select the Employment Hero templates to include in the group.
  9. Click the Next button.

    Important

    Only if you are a Value-Added Reseller, can you choose what Employment Hero Templates to exclude from your template group. By default, the platform includes all Employment Hero templates within a template group.

    Template_4.jpg
  10. Review the included templates and click the Next button.
    Template_5.jpg
  11. Select the organisations that need assigning to this group.
  12. Click the Assign button.
    Template_6.jpg
Cloning employment hero templates
  1. Click the Content Management menu.
  2. Click the Employment Hero Templates tab.
  3. Click the Clone button.
    Template_7.jpg
  4. Complete the following fields:
    • Is this a business account template.
    • Countries.
  5. Click the Clone button.
    Template_8.jpg
  6. Review the document and click the Save and Preview button.
    Template_9.jpg
  7. Click the Return button.
    Template_10.jpg

Maintain

Filtering documents
  1. Click the Content Management menu.
  2. Click the Your Templates or Other Templates tab.
  3. Click the Search/Filter button.
  4. Click the Advanced Search button.
  5. Select from the following filters:
    • Countries.
    • Template type.
    • Templates status.
  6. Click the Search button.
    Template_11.jpg
View Employment Hero templates
  1. Click the Content Management menu.
  2. Click the Employment Hero Templates tab.
  3. Click the View button.
    Template_14.jpg

    Helpful Hint

    You will now see the Employment Hero Template displayed on your screen.

    Template_13.jpg
View a document
  1. Click the Content Management menu.
  2. Click the Your Templates or Other Templates tab.
  3. Click the View button. 
    Template_12.jpg

    Helpful Hint

    You will now see the document displayed on your screen.

    Template_15.jpg
Edit document information
  1. Click the Content Management menu.
  2. Click the Your Templates or Other Templates tab.
  3. Click the Three Dots button.
  4. Click the Edit Info button.
    Template_16.jpg
  5. Make the required changes and click the Save button.
    Template_17.jpg
Editing a template group
  1. Click the Content Management menu.
  2. Click the Template Group tab.
  3. Click the Edit button.
    Template_24.jpg
  4. Make the required changes and click Save button.
    Template_25.jpg
Disabling a document
  1. Click the Content Management menu.
  2. Click the Your Templates or Other Templates tab.
  3. Click the Three Dots button.
  4. Click the Disable button.
    Template_18.jpg
  5. Click the Disable button.
    Template_19.jpg
Enabling a document
  1. Click the Content Management menu.
  2. Click the Your Templates or Other Templates tab.
  3. Click the Three Dots button.
  4. Click the Enable button.
    Template_20.jpg
  5. Click the Enable button.
    Template_21.jpg
Deleting a document
  1. Click the Content Management menu.
  2. Click the Your Templates or Other Templates tab.
  3. Click the Three Dots button.
  4. Click the Delete button.
    Template_22.jpg
  5. Click the OK button.
    Template_23.jpg
Deleting a template group
  1. Click the Content Management menu.
  2. Click the Template Group tab.
  3. Click the Three Dots button.
  4. Click the Delete button.
    Template_26.jpg
  5. Click the OK button.
    Template_27.jpg

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