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.
You can also create optional Blocks, up to a maximum of 1 per document. You can distinguish the optional Block by its dotted grey lines.
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
- Log in to Employment Hero.
- Click on Compliance in the left-hand side menu.
- Open the required advanced editor document.
- Click the button.
- Complete the required fields and click the OK button.
- Click the Save and Preview button.
- 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
- Log in to Employment Hero.
- Click on Compliance in the left-hand side menu.
- Open the required advanced editor document.
- Hover over the block you need to edit and double-click the button.
- Make the required changes and click the OK button.
- Click the Save and Preview button.
- Click either the Return button to exit the editor or the Edit button to make further changes.
- Log in to Employment Hero.
- Click on Compliance in the left-hand side menu.
- Open the required advanced editor document.
- Right-click on the block you wish to delete.
- Click the Remove Block button.
- Click the Save and Preview button.
- Click either the Return button to exit the editor or the Edit button to make further changes.
Further information
When creating a block, a window will appear. Selecting the Optional checkbox makes the content optional, but only one optional block can be included per section 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 inclusions. Block names appear only if too many optional blocks are in one section, helping the issuer identify and fix the issue.
Troubleshooting
ⓘ 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.