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Add, edit, and manage documents using the basic template editor

Updated

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

The Basic and Advanced Document Template Editors have now been decommissioned and superseded by the Doc Studio as of 13 August 2026. The Basic and Advanced Document Template Editors are still able to be used in Employment Hero, however these will not be receiving feature updates.

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

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.
    Save 1.jpg
  6. To add a variable, simply select the option you want on the right, and drag it onto the PDF.
  7. Then on the right you will see formatting options for the selected variable. 
  8. Simply repeat steps six and seven for each variable you want to add to the PDF.
  9. Click the Preview button to see how it will look to end users.
    PDF 1.jpg

Maintain

Filter documents
  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 Employment Hero templates
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.
  4. Click the   View button. Basic_1.jpg
View a document
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.

  4. Click the   View button.
    Basic_2.jpg

    Helpful Hint

    You will now see the basic document displayed on your screen.

    Basic_3.jpg

Rename a document
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.
  4. Click the   Edit Info button.
    Basic_4.jpg
  5. Make the required changes and click the Save button.
    Basic_5.jpg
Edit a document
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.
  4. Click the   Edit Template button.
    Basic_6.jpg
Disable a document
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.
  4. Click the   Disable button.
    Basic_8.jpg
  5. Click the Disable button.
    Basic_9.jpg
Enable a document
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.
  4. Click the   Enable button.
    Basic_10.jpg
  5. Click the Enable button.
    Basic_11.jpg
Delete a document
  1. Click the   Compliance menu.
  2. Click Document Templates submenu.
  3. Click the Actions   button.
  4. Click the   Delete button.
    Basic_12.jpg
  5. Click the OK button.
    Basic_13.jpg

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