Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR classic plans: Premium, Platinum
Available for the following Payroll classic plans: Essentials, Standard, Premium
Available for the following user access levels: Admin
Overview
The Document Management module is where you manage your organisation's HR documents, Employment Contracts, and Polices, providing you with one centralised library containing all of your organisation's content. Having a centralised hub where you can co-ordinate your organisations content will reduce your administration time you spend on documentation management.
The Advanced Editor features allows you to add a template, edit the content if the information contained within changes, and print out a hard copy. You can also use this feature to archive and/or delete a template if you created it in error.
Getting started
The below premise will walk you through how to add a document.
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Add Templates button.
- Complete the following fields:
- Template name.
- Signature logic:
- No signature.
- Sender only.
- Sender then recipient.
- Template type.
- Template editor:
- Basic.
- Advanced.
- Countries.
- Click the Save button.
Maintain
The below will walk you through how to maintain your documents
- Click the Compliance menu.
- Click Document Templates submenu.
- 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.
- Click the Search button.
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Actions button.
- Click the View button.
Helpful Hint
You will now see the template displayed on your screen.
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Actions button.
- Click the View button.
- Click the Prinitable Version button.
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Employment Hero Templates tab.
- Click the Actions button.
- Click the Clone button.
- Complete the Countries field.
- Click the Clone button.
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Actions button.
- Click the Clone button.
- Click the Clone button.
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Actions button.
- Click the Edit Info button.
- Rename the relevant fields and click the Save button.
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Actions button.
- Click the Edit Template button.
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Actions button.
- Click the Disable button.
- Click the Disable button.
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Actions button.
- Click the Enable button.
- Click the Enable button.
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Actions button.
- Click the Delete button.
- Click the OK button.
Further information
Our in-house HR specialists constantly review the Employment Hero contracts to make sure they are in line with the latest Fair Work interpretations. Choose the correct contract for your employee, change as required, add your logo, and then send it to your employee for an electronic signature. Users can sign these contracts using their mouse, a finger, or an uploaded signature. Each e-signature has an audit trail attached to make sure it is legally binding
The HR policies are a library of Fair Work-compliant policies for you to use. Our in-house HR specialists constantly review the Employment Hero HR policies to make sure they are in line with the latest Fair Work interpretations. Employment Hero requires employees to acknowledge that they have read each policy assigned to them, so there is no confusion about who has seen what.
Important
The recipient signature pad function is not available for this template type.
Employment Hero has a library of compliant HR documents for a wide variety of scenarios that might occur in your business. Our in-house HR specialists constantly review the Employment Hero HR documents to help you be more confident that you are compliant. Users can sign these documents using their mouse, a finger, or an uploaded signature.
Important
The recipient signature pad function is not available for this template type.
Each e-signature has an audit trail attached to make sure it is legally binding. Employment Hero has a library of compliant Other HR documents for a wide variety of scenarios that might occur in your business. Our in-house HR specialists constantly review the Employment Hero Other HR Documents to help you be more confident that you are compliant. Users can sign these documents using their mouse, a finger, or an uploaded signature. Each e-signature has an audit trail attached to make sure it is legally binding.
Explore related content:
- Managing your organisations policies | HR Web Platform This feature allows you to choose from Employment Hero's pre-made content or to upload your own documentation and then share this content with your employees.
- Managing HR Documents | HR Employee File This feature allows you to select a document, complete any required variables, and then email it onto the chosen employee to accept and sign.
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