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Use blocks in the advanced template editor

James Nixon
Updated
EH Content Team

Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Admin

Blocks are a useful feature as they allow you to group your text together and choose, say, three different versions of a salary history as being linked. By linking them together, you can then, at the HR Document issuing stage, choose which of the three versions apply to each employee.

Optional Blocks: You can create multiple optional blocks within a document. Optional blocks are distinguished by their dotted grey lines. However, when optional blocks share the same name (Block Group), only one of them can be selected when issuing the document to an employee.

You can use the Advanced Template Management feature to add these blocks to your organisation's HR documents and policies. You can also use this feature to edit and/or delete a block if the information needs updating. To read details on how to access the Template Management feature, please refer to this article.

Getting started

Create a content block
  1. Log in to Employment Hero.
  2. Click on Compliance in the left-hand side menu.
  3. Open the required advanced editor document.
  4. Click the   button.
  5. Complete the required fields and click the OK button.
  6. Click the Save and Preview button.
  7. Click either the Return button to exit the editor or the Edit button to make further changes.

Helpful Hint

To add an Optional Block, tick the check box on the Block pop-up box, then click OK. 

Maintain

Edit a content block
  1. Log in to Employment Hero.
  2. Click on Compliance in the left-hand side menu.
  3. Open the required advanced editor document.
  4. Hover over the block you need to edit and double-click the   button. 
  5. Make the required changes and click the OK button.
  6. Click the Save and Preview button.
  7. Click either the Return button to exit the editor or the Edit button to make further changes.
Delete a content block
  1. Log in to Employment Hero.
  2. Click on Compliance in the left-hand side menu.
  3. Open the required advanced editor document.
  4. Right-click on the block you wish to delete. 
  5. Click the Remove Block button.
  6. Click the Save and Preview button.
  7. Click either the Return button to exit the editor or the Edit button to make further changes.

Further information

Optional blocks

When creating a block, a window will appear. Selecting the Optional checkbox makes the content optional. You can have multiple optional blocks in a document, but only one optional block per Block Group name can be selected when issuing the document. 

To maintain proper formatting, group related optional blocks in separate sections. If Optional is not selected, the block's text becomes locked and uneditable.

The Block Group field names the block—use a unique name for standalone blocks or the same name to group optional blocks that are alternatives to each other. When multiple optional blocks share the same Block Group name, only one can be selected during document issuance. Block Group names appear in the interface to help identify blocks when there are conflicts.

Example

You could create three optional blocks all named "Salary History" containing different salary ranges. When issuing the document, you can choose which of the three salary history versions to include for each specific employee.

Troubleshooting

All of my blocks are appearing as optional blocks
If all of your blocks are appearing as optional blocks (dotted grey outline), click on the eye icon to see the blocks (solid lines) and optional blocks (dotted grey lines).
Drag and drop blocks
Hover over the block you wish to move, then the arrows will appear. Click on the arrow, and with your finger still down on the mouse button, move to where you want the block to go.
You cannot create a block inside another block
Blocks cannot be added inside any other block.
Too many optional blocks with the same name
If you have multiple optional blocks with the same Block Group name in a single section, you may see a warning during document issuance. To resolve this:
  • Ensure optional blocks with the same name are grouped appropriately
  • Consider using different Block Group names if the blocks serve different purposes
  • Move related optional blocks to separate sections if needed

ⓘ 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 Advanced Template Editor with Employment Hero today.

Explore related content

  • Managing your organisation's policies 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.
  • Managing HR Documents  This feature allows you to select a document, complete any required variables, and then email it onto the chosen employee to accept and sign.

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