Available for the following plans: Standard, Premium, Platinum, Unlimited
Available for the following user access level: Admin
The Document Management module is where you manage your organization's HR documents, employment contracts, and polices, providing you with one centralized library containing all of your organization's content. Having a centralized hub where you can coordinate your organization's content will reduce your administration time you spend on documentation management.
The Document Editor feature 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.
Helpful Hint
This article shows you how to use the advanced template editor. You can also read this article to learn about the basic template editor.
The basic template editor is a simpler drag-and-drop tool for quickly uploading ready-to-issue PDF documents with more limited editing options. For details on the differences between the two template editors, visit this article.
Getting started
- In Employment Hero, click on Compliance > Template Library.
- Click the + Add Template button.
- Complete the following fields:
- Template name
- Signature logic:
- No signature
- Sender only
- Sender then recipient
- Template type
- Template editor - click on Advanced
- Countries (Optional)
- Click the Save button.
- The next screen will display Employment Hero's document editor.
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Click on the Variables Manager icon [T] to open the variable library.
What is a variable library?
A variable library is a collection of reusable placeholders—like {{first_name}} or {{start_date}}—that stand in for information that changes from person to person.
In a template editor, you drop these placeholders into your document so the platform can automatically fill them with the right details later. This lets you create one template and have it personalized for each person without rewriting anything.
Click on Use in the Actions column for the variable you want to add to your document template.
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To create a contract block, add the reusable passage of text, then click on the block icon.
What are contract blocks?
Contract blocks are optional blocks that can streamline document creation by offering selectable text blocks for specific and reusable text passages. See this article for further information.
- Give your contract block a name, then select whether it is an optional block. Click on Save.
- Click on the eye icon to show the block line to visualize block boundaries when reviewing format or collision with other elements. This helps identify why content may shift when issued as a PDF.
- Click on the table icon to insert a table into your template.
- Select the number of rows and columns you would like in your table.
- Click on Save.
Further information
- Type out the text passage in your document that you want to reuse.
- Highlight the passage.
- Click on the block icon on the top bar.
- Give the contract block a name, and select if this is an optional block.
- Click on Save.
You now have a reusable contract block.
If you want to use the bullet list or numbered list feature in the advanced document editor and want to nest lists (create a list inside another list), all you need to do is press the tab key to create a list inside an existing list.
- Click on the bullet list or the numbered list icon.
- Create the first list item.
- Press the Enter (PC) or Return (Mac) key to create the second list item.
- Press the Enter (PC) or Return (Mac) key, then press the tab key to create the nested list.
Further information
If you are looking for further ideas, try our community.