Available for the following EmploymentOS plans: Employment Plus, Employment Unlimited
Available for the following HR Classic subscription plans: Premium, Platinum
Available for the following user access level: Admin
Important
This document editor 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, then 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 advise when this is released in your region.
The Document Management feature centralises your organisation’s HR documents, employment contracts, and policies into a single, easy-to-manage library. This centralised hub helps reduce the time spent on administrative document management.
The Document Editor allows you to create and edit templates, update content as needed, print hard copies, and archive or delete templates created in error.
Getting started
- Log in to Employment Hero.
- Click the Compliance menu option on the left-hand side navigation.
- Click Document Templates submenu.
- Click the Add Templates button.
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Complete the following fields:
- Template name
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Signature logic:
- No signature
- Sender only
- Sender then recipient
- Template type
- Template editor - click on Advanced.
- Countries
- Click the Save button.
- 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.
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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 personalised for each person without rewriting anything.
Click on the plus icon next to the variable you want to add to your document template.
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To create contract block, add the reusable passage of text, then click on the block icon.
What are contract blocks?
Contract blocks are optional blocks that can streamline document creation by offering selectable text blocks for specific and reusable text passages. See this article for further information.
- Give your contract block a name, then select whether it is an optional block. Click on Save.
- Click on the eye icon to show the block line to visualise block boundaries when reviewing format or collision with other elements. This helps identify why content may shift when issued as PDF.
- Click on the table icon to insert a table into your template.
- Select the amount of rows and columns you would like in your table.
- Click on Save.
Further information
- Type out the text passage in your document that you want to reuse.
- Highlight the passage.
- Click on the block icon on the top bar.
- Give the contract block a name, and select if this is an optional block.
- Click on Save.
You now have a reusable contract block.
If you want to use the bullet list or numbered list feature in the advanced document editor 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.
- Click on the bullet list or the numbered list icon.
- Create the first list item.
- Press the Enter (PC) or Return (Mac) key to create the second list item.
- Press the Enter (PC) or Return (Mac) key, then press the tab key to create the nested list.
Further information
If you are looking for further ideas, try our community.