Question
How do I enable auto-saving when creating a document in the advanced template editor?
Availability
| HR Plan: | Free | Standard | Premium | Platinum |
| User Access: | Employee | Manager | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
Answer
You can toggle on the Auto Save switch within the Advacned Template Management module to enable auto-saving on your document. The toggle will reset when you leave your template editing page, i.e. if you enable it and then leave the page and come back again, it will be off by default again.
Helpful Hint
The Auto Save feature will save your document every 5 minutes.
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Actions button
- Click the Edit Template button on an advanced editor template.
- Set the Auto Save toggle switch to the On position.
Author recommended
So you have now turned on auto-saving and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:
- HR employee file: 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.
- HR platform: Policy management This feature allows you to choose from Employment Hero's pre-made content or upload your own documents and then share it with your employees.