Overview
Variables allow you to add, for example, an Employee Start Date field to your document. Then, when you go to issue said document, the platform will apply the start date you entered on the employees file. So this is a great way to reduce your need for having to individually apply the start date for an employee on all your documents. Simply add the variable and the HR platform will take the heavy lifting out of this process for you.
You can use the Advanced Editor feature to create a customised list of variables that you can then add to your organisations HR documents. You can also use this feature to edit a variable if the information needs updating. To read details on how to access the Template Management feature, please refer to this article.
Availability
| HR Plan: | Premium | Platinum |
| User Access: | Employee | Manager | Admin |
We base the default access level on a per user basis and whether they have view, edit and delete access and excluding any changes made via our Custom Security feature.
Getting started
The below premises will walk you through how to create a variable and add it to your document.
- Open the required advanced editor document.
- Click the button.
- Click the Add button.
- Complete the following variable creation fields:
- Name.
- Type.
- String.
- Select.
- Date.
- Initial value.
- Auto-populate .
- Click the Save button.
- Open the required advanced editor document.
- Click the button.
- Click the Use button.
Maintain
The below premise will walk you through how to edit a variable.
- Open the required advanced editor document.
- Click the button.
- Click the button.
- Click the Edit button.
- Make the required changes and click the Save button.
Further information
Employment Hero created a list of commonly used variables which automatically pull data from your employee/company info to populate your template. While the create your own option allows you to create a set of customised variables, you can use to suit your specific needs.
Variable properties:
- Name: Name of variable.
- Type:
- String: Variable presents as text.
- Select: Variable presents as a selectable option from a dropdown.
- Date: Variable presents as a date and date-picker.
- Initial value:
- Placeholder text for the variable field.
- If auto-populated, this replaces any data of employee/company on hand.
- If not auto-populated, this stays as placeholder text until edited.
- If not edited, the final document will use placeholder text when issued to sender/recipient.
- Auto-populate: Select which data field we have on hand to auto-populate this variable.
No variables you create will only be available in that specific document template; , i.e. .e. they do not cross over into your other templates
Author recommended
So you have now created and added your variables and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:
- 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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