Available for the following HR plans: Premium, Platinum
Available for the following User Access level: Admin
The basic template editor feature allows you to upload your PDF documents. You can then add in variables such as an employee's full name, job title, and probation length. The feature also includes the ability to disable documents, edit the information, and delete it if you created it in error. When using our basic template editor, you will not be able to clone a document.
Important
When using the basic template editor, you will not be able to clone a document. You need to use the advanced template editor to clone a document. For more information, visit this article to learn about the differences between the two template editors.
Getting started
- 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.
- To add a variable, simply select the option you want on the right, and drag it onto the PDF.
- Then on the right you will see formatting options for the selected variable.
- Simply repeat steps six and seven for each variable you want to add to the PDF.
- Click the Preview button to see how it will look to end users.
Maintain
- 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.
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Actions button.
- Click the View button.
Helpful Hint
You will now see the basic document displayed on your screen.
- Click the Compliance menu.
- Click Document Templates submenu.
- Click the Actions button.
- Click the Edit Info button.
- Make the required changes 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.
Explore related content
- How do I manage my organisation's policies via the HR 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.
- How do I create, edit, and issue HR documents to employees via the HR platform? This feature allows you to select a document, complete any required variables, and then email it onto the chosen employee to accept and sign.