Available for the following plans: Plus, Unlimited HR, Essentials, Engage, Elite, Unlimited HR+Payroll,
Available for the following HR plans: Premium, Platinum
Available for the following user access level: Admin
The Document Management module is where you manage your organisation's HR documents, employment contracts, and polices, providing you with one centralised library containing all of your organisation's content. Having a centralised hub where you can coordinate your organisation's content will reduce your administration time you spend on documentation management.
The Advanced Editor feature allows you to add a template, edit the content if the information contained within changes, and print out a hard copy. You can also use this feature to archive and/or delete a template if you created it in error.
Helpful Hint
This article shows you how to use the advanced template editor. You can also read this article to learn about the basic template editor.
The basic template editor is a simpler drag-and-drop tool for quickly uploading ready-to-issue PDF documents with more limited editing options. For details on the differences between the two template editors, visit this article.
Getting started
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Add Templates button.
- Complete the following fields:
- Template name
- Signature logic:
- No signature
- Sender only
- Sender then recipient
- Template type
- Template editor:
- Basic
- Advanced
- Countries.
- Click the Save button.
New accounts - add a new template
Getting started
Warning
Example text
Warning
Example text
- Log in to Employment Hero.
- Click the Compliance menu option on the left-hand side navigation.
- Click Document Templates submenu.
- Click the Add Templates button.
- Complete the following fields:
- Template name
- Signature logic:
- No signature
- Sender only
- Sender then recipient
- Template type
- Template editor - click on Advanced.
- Countries
- Click the Save button.
- On the next screen, you will see a word editor, similar to the experience of a Microsoft Word editor or Google Docs editor. Along the top bar of the text editor, you will see your usual text and layout formatting actions.
-
Click on the curly brackets icon on the top bar to open the variable library.
What is a variable library?
A variable library is a collection of reusable placeholders—like {{first_name}} or {{start_date}}—that stand in for information that changes from person to person.
In a template editor, you drop these placeholders into your document so the platform can automatically fill them with the right details later. This lets you create one template and have it personalised for each person without rewriting anything.
Click on the plus icon next to the variable you want to add to your document template.
- Placeholder text for contract block - waiting on PO advice.
What are content blocks?
Content blocks are optional blocks that can streamline document creation by offering selectable text blocks for specific and reusable text passages. See this article for further information.
- Click on the eye icon to show the block line to visualise block boundaries when reviewing format or collision with other elements. This helps identify why content may shift when issued as PDF.
- Click on the table icon to insert a table into your template.
- Select the amount of rows and columns you would like in your table.
- Click on Save.
Maintain
- Click the Compliance menu.
- Click Document Templates submenu.
- Select from the following filters:
- Countries
- Template type
- Templates status:
- Enabled
- Disabled
- Any
- Editor type:
- Basic (PDF)
- Advanced (Builder)
- Any
- Created date range.
- Updated date range.
- Click the Search button.
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Actions button
- Click the View button.
Helpful Hint
You will now see the template on your screen. To learn how to use the various template types, click the Employment Hero Help Centre articles below to learn how to do the following on your documents:
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Actions button.
- Click the View button.
- Click the Printable Version button.
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Employment Hero Templates tab.
- Click the Actions button.
- Click the Clone button.
- Complete the Countries field.
- Click the Clone button.
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Actions button.
- Click the Clone button.
- Click the Clone button.
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Actions button.
- Click the Edit Info button.
- Rename the relevant fields and click the Save button.
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Actions button.
- Click the Edit Template button.
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Actions button.
- Click the Disable button.
- Click the Disable button.
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Actions button.
- Click the Enable button.
- Click the Enable button.
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Actions button.
- Click the Delete button.
- Click the OK button.
Further information
Our in-house HR specialists constantly review the Employment Hero contracts to make sure they are in line with the latest Fair Work interpretations. Choose the correct contract for your employee; change as required, add your logo, and then send it to your employee for an electronic signature. Users can sign these contracts using their mouse, a finger, or an uploaded signature. Each e-signature has an audit trail attached to make sure it is legally binding.
The HR policies are a library of Fair Work-compliant policies for you to use. Our in-house HR specialists constantly review the Employment Hero HR policies to make sure they are in line with the latest Fair Work interpretations. Employment Hero requires employees to acknowledge that they have read each policy assigned to them, so there is no confusion about who has seen what.
Important
The recipient signature pad function is not available for this template type.
Employment Hero has a library of compliant HR documents for a wide variety of scenarios that might occur in your business. Our in-house HR specialists constantly review the Employment Hero HR documents to help you be more confident that you are compliant. Users can sign these documents using their mouse, a finger, or an uploaded signature.
Important
The recipient signature pad function is not available for this template type.
Each e-signature has an audit trail attached to make sure it is legally binding. Employment Hero has a library of compliant Other HR documents for a wide variety of scenarios that might occur in your business. Our in-house HR specialists constantly review the Employment Hero Other HR Documents to help you be more confident that you are compliant. Users can sign these documents using their cursor, a finger, or an uploaded signature. Each e-signature has an audit trail attached to make sure it is legally binding.
Explore related content
- How do I manage my organisation's policies via Employment Hero? This feature allows you to choose from Employment Hero's pre-made content or to upload your own documentation and then share this content with your employees.
- How do I manage and issue HR documents to employees via Employment Hero? This feature allows you to select a document, complete any required variables, and then email it to the relevant employee to accept and sign.