1. Build: Navigate to Compliance > Template Library > Add Templates and select the Advanced radio button to build your master version.
2. Issue: Go to an employee's profile or the Recruitment module to select the template for a specific recipient.
3. Tailor: Use the editor to auto-populate data and toggle "Block Groups" to remove clauses that do not apply to that specific province or role.
4. Execute: Send for a digital signature and monitor the status via the Schedules tab.

1. Click the Compliance menu icon on the left sidebar > click the Template Library submenu > click the Add Templates button.
2. Configure Basics: Enter the Template Name (e.g., "Ontario Employment Agreement"), choose the Template Type, select Canada for countries, and choose Advanced as the editor.
3. Content Creation: Type or paste your contract text into the main editor area.
4. Apply Logic: Navigate to the right-hand panel to insert Variables (dynamic data like salary) or group text into Blocks (conditional logic).
5. Finalize: Click Save in the bottom right corner.

• Availability: This feature is restricted to Premium and Platinum plans.
• Action: Find an existing template in your library > click the Actions button on the far right > select Clone to create a duplicate copy you can edit without affecting the original.

Block groups allow you to control which paragraphs appear based on the situation.

• Example: Create a block for "Probation Period." Within that group, create one block for "Ontario" and another for "British Columbia". When issuing the document, the sender simply selects the block that applies.

Variables ensure that specific employee information is accurate every time.

• Auto-populating Variables (Purple): Automatically pull data like Employee Name, Job Title, and Business Address.
• Input Variables (Pink): Require the sender to enter data manually at the time of issuing, such as a Date Picker for a start date or Free Text Fields for specific responsibilities.

1. Path: Click Settings > click Recruitment & Onboarding > click Authorising Signatory.
2. Detail: Nominate one specific person to be the legal signer and have them upload their digital signature (recommended size: 300 x 100 pixels).

If a manager needs to sign a specific contract instead of the primary signatory:

1. Initiate: While issuing the document, find the Sending Authority dropdown menu.
2. Select: Choose the required employee who will sign this specific document.
3. Approve: The designated signer will receive an email > they click the Here button to review > they sign the contract, and click Sign and Accept.