Using the basic template editor via the HR platform

The Basic Template Editor feature allows you to upload your PDF documents and then add in variables such as an employee's full name, job title, and probation length. The feature also includes the ability to disable documents, edit the content if the information contained within changes, and delete the information if you created it in error.

Important

When using our basic template editor, you will not be able to clone a document

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.

Getting started

Add a document
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the   Add Templates button.
    Advanced_1.jpg
  4. Complete the following fields:
    • Template name.
    • Signature logic:
      • No signature.
      • Sender only.
      • Sender then recipient.
    • Template type.
    • Template editor:
      • Basic.
      • Advanced.
    • Countries.
  5. Click the Save button.
    Advanced_2.jpg

Maintain

Filter documents
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. 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.
  4. Click the Search button.
    Advanced_3.jpg
View Employment Hero templates
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.
  4. Click the   View button. Basic_1.jpg
View a document
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.
  4. Click the   View button.
    Basic_2.jpg

    Helpful Hint

    You will now see the basic document displayed on your screen.

    Basic_3.jpg
Rename a document
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.
  4. Click the   Edit Info button.
    Basic_4.jpg
  5. Make the required changes and click the Save button.
    Basic_5.jpg
Edit a document
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.
  4. Click the   Edit Template button.
    Basic_6.jpg
Disable a document
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.
  4. Click the   Disable button.
    Basic_8.jpg
  5. Click the Disable button.
    Basic_9.jpg
Enable a document
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.
  4. Click the   Enable button.
    Basic_10.jpg
  5. Click the Enable button.
    Basic_11.jpg
Delete a document
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.
  4. Click the   Delete button.
    Basic_12.jpg
  5. Click the OK button.
    Basic_13.jpg

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  • I can see how to disable to document - but what does that actually do to the document?  Does it delete it from the employees view?  If staff have signed off on an old version - does disabling it mean it still shows on their screen and still shows they have signed it, but no one new can be assigned to that version? I just want to make sure I understand what disable means before using it.

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