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Enable auto-save on my documents

Updated

Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Manager, Admin

Question

How do I enable auto-saving when creating a document in the advanced template editor?

Answer

You can toggle on the Auto Save switch within the Advanced Template Management module to enable auto-saving on your document. The toggle will reset when you time out of your template editing page, i.e. if you enable it and then time out of 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.

Turn on auto-saving
  1. Click the Compliance menu.
  2. Click the Document Templates submenu.
  3. Click the Actions button
  4. Click the Edit Template button on an advanced editor template.
  5. Set the Auto Save toggle switch to the On position.

Explore related content

  • Upload and view HR documents. This feature allows you to select a document, complete any required variables, and then email it to the chosen employee to accept and sign.
  • Company 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.
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