Available for the following plans: Standard, Premium, Platinum, Unlimited
Available for the following user access level: Admin
The Template Library is your central hub for HR documents, contracts, and policies. By keeping everything in one place, you’ll spend less time on paperwork and more time on what matters.
Getting started
Depending on your needs, you can choose between two editor types and use content blocks to save time:
- Basic Editor: A user-friendly, drag-and-drop tool designed for existing PDF documents. Use this when you have a finished document and only need to add signature fields or simple employee details.
- Advanced Editor: A powerful, text-based editor (similar to a word processor) that allows you to build documents from scratch, use complex variables, and create conditional formatting.
- Content Blocks: Reusable snippets of text (like standard clauses or company mission statements) that you can save once and insert into any template, ensuring consistency across all documents.
To see which editor fits your specific project, explore the full comparison here.
- 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 Basic
- Countries (Optional)
- Click the Save button.
- The next screen will display Employment Hero's document editor. In this example, we are using the basic editor.
- Click on the items under the Dynamic field and Employee fields and drag and drop them where appropriate on your document.
- Click Save, and your template is created.
Think of fields as empty boxes for specific information, like a person’s email or birthday. Instead of typing out details for every single person, you use these "placeholders" to do the work for you.
How it works:
- Create once: Put these placeholders into your document template wherever you need personal info.
- Automatic filling: The system automatically swaps the placeholders for the correct details for each person.
- Save time: This allows you to send personalized documents to hundreds of people without having to rewrite anything.
Using the Advanced Editor
If you are using the Advanced Editor, these placeholders are called Variables. To use them:
- Click the [T] icon to see the full list of available variables.
- Find the one you need.
- Click Use in the "Actions" column to drop it into your document.
The platform will automatically fill these variables with the right details later, allowing you to create one template that is personalized for every recipient.
What are content blocks?
Content blocks are optional sections that streamline document creation by offering selectable text blocks for specific and reusable text passages. See this article for further information.
How to create a content block
- Add the reusable passage of text to your editor.
- Highlight the text and click the Block icon.
- Give your content block a name.
- Select whether it is an optional block and click Save.
- Pro-tip: Click the Eye icon to show the block line. This helps you visualize block boundaries and identify why content may shift when issued as a PDF.
How to insert a table
- Click on the Table icon.
- Select the number of rows and columns you would like.
- Click Save.
Further information
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.