Using the advanced template editor | HR Web Platform

Overview

The Document Managment 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.

Availability

HR Plan:   Premium   Platinum
  User Access: Employee   Manager     Admin

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Getting started

The below premise will walk you through how to add a document.

Add a document
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the   Add Templates button.
    Advanced_1.jpg
  4. Complete the following fields:
    • Template name.
    • Signature logic:
      • No signature.
      • Sender only.
      • Sender then recipient.
    • Template type.
    • Template editor:
      • Basic.
      • Advanced.
    • Countries.
  5. Click the Save button.
    Advanced_2.jpg

Maintain

The below will walk you through how to maintain your documents

Filter templates
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. 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.
  4. Click the Search button.
    Advanced_3.jpg
View a template
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.
  4. Click the   View button.
    Advanced_4.jpg

    Helpful Hint

    You will now see the template displayed on your screen.

    Advanced_5.jpg
Print a template
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.
  4. Click the   View button.
    Advanced_6.jpg
  5. Click the Prinitable Version button.
    Advanced_7.jpg
Clone an Employment Hero template
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Employment Hero Templates tab.
  4. Click the Actions   button.
  5. Click the   Clone button.
    Advanced_8.jpg
  6. Complete the Countries field.
  7. Click the Clone button. 
    Advanced_9.jpg
Clone my templates
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.
  4. Click the   Clone button.
    Advanced_10.jpg
  5. Click the Clone button.
    Advanced_11.jpg
Rename a template
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.
  4. Click the   Edit Info button.
    Advanced_12.jpg
  5. Rename the relevant fields and click the Save button. 
    Advanced_13.jpg
Edit a template
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.
  4. Click the   Edit Template button.
    Advanced_14.jpg
Disable a template
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.
  4. Click the   Disable button.
    Advanced_15.jpg
  5. Click the Disable button.
    Advanced_16.jpg
Enable a template
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.
  4. Click the   Enable button.
    Advanced_17.jpg
  5. Click the Enable button.
    Advanced_18.jpg
Delete a template
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.
  4. Click the   Delete button.
    Advanced_19.jpg
  5. Click the OK button.
    Advanced_20.jpg

Further information

Template types: Employment Contracts

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

Template types: Polices

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’ve 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.

Template types: HR Documents

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.

Template types: Other HR Documents

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.

Author recommended

So you have used the advanced template editor and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

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