Document templates can be used in PeopleHR to saved pre-populated documents in the system that can be assigned to employees easily.
As an admin, to create document templates, follow the steps below:
Click Access Button
then click HR Admin.
Click Settings then click Documents.
Click the plus + icon then complete the following:
Title
Category
Description
Specify default access
Specify if signature is required
To see all available merge tags, click the merge icon.
Enter the relevant text then apply the relevant formatting.
Click Preview then click Save.
To specify who can access the template, click the eye icon.
📌Note: This feature does not add the document to an employee's record. You use the template when adding a document to an employee's record.
Format text
Because Microsoft Word and the PeopleHR text editor are two different programs, your text might be formatted differently.
Before pasting your text from Word in PeopleHR, strip all formatting or copy the text and paste it into the Notepad application on your device.
Alternatively, click the Word icon and paste your text.