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Use sections in the advanced template editor

Updated

Available for the following HR plans: Premium, Platinum
Available for the following User Access levels: Admin

Sections are a useful editing feature as they allow you to set a break in your document and create delineated space between certain sections of information. For example, you may have a pay entitlements section in your employee contract document, and the next section is focused on leave entitlements, so a section is a good feature to create clear separation in the document information.

You can use the Advanced Template Editor feature to add sections to your organisation's HR documents. You can also use this feature to edit a section if the information needs updating or to delete a section you no longer need in your templates. To read details on how to access the Advanced Template Editor feature, please refer to this article.

Getting started

The below will walk you through how to create a section and add it to your document.

Create a section
  1. Open the required advanced editor document.
  2. Click the button.
    Section_1.jpg
  3. Complete the following fields:
    • Title.
    • Optional.
    • Hide title.
  4. Click the OK button.
  5. Click the Save and Preview button.
  6. Click either the Return button to exit the editor or the Edit button to make further changes.
    Section_2.jpg

Maintain

The below will walk you through how to edit and/or delete a section.

Edit a section
  1. Open the required advanced editor document.
  2. Hover over the section you need to edit and double-click the button.
    Section_3.jpg
  3. Make the required changes and click the OK button.
  4. Click the Save and Preview button.
  5. Click either the Return button to exit the editor or the Edit button to make further changes.
    Section_2.jpg
Delete a section
  1. Open the required advanced editor document.
  2. Set the mouse cursor below the section block and press the Delete button on your keyboard.
  3. Click the Save and Preview button.
  4. Click either the Return button to exit the editor or the Edit button to make further changes.
    Section_4.jpg

Don't have access to this feature? Contact our friendly sales team here if you would like to upgrade your account to gain access to the advanced template editor with Employment Hero today.

Explore related content

  • Managing your organisation's policies 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 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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