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How do I use sections in the advanced template editor?

Geneviève Fournier
Updated

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

In the Advanced Template Editor, Sections act as organizational breaks that allow you to create designated spaces between different types of information. For example, you might create one section for provincial pay entitlements and a separate section for time off entitlements, ensuring a clear and professional layout for your Canadian employment contracts.

Getting started

The below walkthrough will guide you through how to create a section and add it to your document using the Advanced Template Editor.

Create a section
  1. Navigate to the Compliance menu on the left-hand sidebar and open your required document using the Advanced Editor (Builder).
  2. Insert a Section: In the editor toolbar, locate and click the Square icon (Section button).
  3. Configure the Section: A pop-up window will appear. Complete the following fields:
    • Title: Enter a descriptive name for the section (e.g., "Provincial Employment Standards").
    • Optional: Tick this checkbox if you want the sender to have the choice to include or exclude this entire section during the document issuing stage.
    • Hide Title: Tick this box if you want the section break to exist for organizational purposes without displaying the title text to the final recipient.
  4. Click the OK button to place the section into your document.
  5. Click the Save and Preview button at the top of the screen to review the layout.
  6. Click either the Return button to exit the editor or the Edit button to make further changes.

Maintain

The below guides will walk you through how to edit or delete an existing section within your builder.

Edit a section
  1. Navigate to Compliance > Template Library and open your advanced document.
  2. Locate the Section: Hover your mouse over the section header you wish to modify.
  3. Open Settings: Double-click the Edit icon (pencil) that appears on the section boundary.
  4. Make the required changes in the pop-up window and click OK.
  5. Click Save and Preview to commit your updates.
  6. Click either the Return button to exit the editor or the Edit button to make further changes.
Delete a section
  1. Open the document in the builder via Compliance > Template Library.
  2. Position Cursor: Set your mouse cursor immediately below the section block you wish to remove.
  3. Remove: Press the Delete button on your keyboard.
  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.

Helpful Hint for Canadian Compliance

Use Optional Sections for provincial-specific clauses. This allows your hiring managers to use a single master template for all of Canada while only including the legislative requirements (like specific vacation pay rules) relevant to the employee's province of employment.

Explore related content

  • Managing Organization Policies: Learn how to choose from pre-made content or upload your own documentation to share with employees.
  • Managing HR Documents: A guide on selecting templates, completing variables, and emailing documents for digital signature.

 

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