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Enable auto saving on the HR Advanced Template Editor

Updated

Available for the following plans: Plus, Unlimited HR, Essentials, Engage, Elite, Unlimited HR+Payroll
Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Admin 

The Basic and Advanced Document Template Editors have now been decommissioned and superseded by the Doc Studio as of 13 August 2026. The Basic and Advanced Document Template Editors are still able to be used in Employment Hero, however these will not be receiving feature updates.

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 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.

Turn on auto saving
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button
  4. Click the Edit Template button on an advanced editor template.
    Save_1.jpg 
  5. Set the Auto Save toggle switch to the On position.
    Save_2.jpg 
  • Explore related content:
  • 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.

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