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Create a document template library in the Doc Studio

Updated

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

Important

The Doc Studio feature is available for all new accounts that were created on or after 19 December 2025.

If your Employment Hero account was created before 19 December 2025, see the basic document editor article, the advanced document editor article and the basic vs advanced editor comparison articles.
Existing accounts will get access to this new feature in the future. We will let you know when this is released in your region.

The Doc Studio centralizes your organization’s HR documents, employment contracts, and policies into a single, easy-to-manage library. This centralized hub helps reduce the time spent on managing administrative documents.

The Doc Studio allows you to create and edit templates, update content as needed, print hard copies, and archive or delete templates created in error.

Getting started

Add a new document template
  1. Log in to Employment Hero. 
  2. Click on  Compliance, then click Template Library.
  3. Click the  Add Templates button.
  4. Complete the following fields:
    • Template name
    • Signature logic:
      • No signature
      • Sender only
      • Sender then recipient
    • Template type
    • Countries
  5. Click the Save button.
  6. 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. 

  7. 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 personalized for each person without rewriting anything.

    Click on the plus icon next to the variable you want to add to your template library.

  8. To create a clause, add the reusable passage of text, then click on the block icon.

    What are clauses?

    Clauses are optional blocks that can streamline document creation by offering selectable text blocks for specific and reusable text passages. They were previously called contract blocks.

    There are two types of clauses - a single optional clause, and an alternative clause group.  See the below Further Information section on How to use a clause for more detail about clauses.

  9. Give your clause a name.
  10. Click on Save.
  11. Click on the eye icon to show the block line to visualize block boundaries when reviewing format or collision with other elements. This helps identify why content may shift when issued as PDF.
  12. Click on the table icon to insert a table into your template.
  13. Select the amount of rows and columns you would like in your table. 
  14. Click on Save. 

Further information

How to use the variable library
When you click on the curly brackets icon, this will open the variable library. Here you will see all of the variable options you can select to insert into the template. 
 
You can also insert variables into a table. 
How to add a clause

Important

Clauses were previously known as contract blocks.

Add a single optional clause

A single optional clause is a clause you can choose to add to or remove from your document.

  1. Type out the text passage in your document that you want to reuse.
  2. Highlight the passage.
  3. Click on the block icon on the top bar.
  4. Give the clause a name, and select Single optional clause .
  5. Click on Save.

Add an alternative clause group

An alternative clause group is a set of interchangeable clauses where you pick the one that fits your situation.

E.g., if your contract has different probation periods for different roles, you would set those up as an alternative clause group so only the relevant one appears in the final document.

  1. Type out the text passage in your document that you want to reuse.
  2. Highlight the passage.
  3. Click on the block icon on the top bar.
  4. Give the clause a name, and select Alternative clause group.
  5. Create or select a clause group name.
  6. Click on Save.
  7. Now you will have to use one of the options in your document. Each option in your clause group is reusable.
How to nest lists

If you want to use the bullet list or numbered list feature in the advanced Doc Studio and want to nest lists (create a list inside another list), all you need to do is press the tab key to create a list inside an existing list.

  1. Click on the bullet list or the numbered list icon.
  2. Create the first list item.
  3. Press the Enter (PC) or Return (Mac) key to create the second list item.
  4. Press the Enter (PC) or Return (Mac) key, then press the tab key to create the nested list. screenshot showing how to nest lists within other lists