Add an HR PDF document template

You can add HR pdf document templates for employment verification or job offers as needed.

Before you begin

Role required: admin, hr_manager, or hr_admin

About this task

The easiest way to add a new HR PDF document template is to open one of the existing templates and save it as a new template. The steps below follow this process.

Procedure

  1. Navigate to HR - Administration > Catalog & Templates > PDF Document Templates.
  2. Open one of the HR PDF document templates of the type that you want to add.
  3. Enter a new name.
  4. Right-click the form header and select Insert and Stay.
    The new HR PDF document template is saved and the page refreshes with the new name.
  5. Perform any of the following actions to modify the template.
    For more information about updating the form sections, seeModify an HR PDF document template .
    OptionDescription
    Update the header logo Select a new image and position, as needed.
    Update the text Enter and format the text in the Body. Available variables are listed below.
    Update the footer Select a new footer image and its position, as needed. Modify the text if necessary.
    Change the page size Select the page size from the choice list.
    HR PDF document template variables:
    {{Date}} {{Work email}} {{Department}}
    {{Name}} {{Work phone}} {{Employee number}}
    {{Position}} {{Prefix}} {{Employment status}}
    {{Time type}} {{Nationality}} {{Employment type}}
    {{Employment start date}} {{Manager}} {{Gender}}
    {{New Employee}} {{New Employee Address}} {{Position Title}}
    {{New Employee Last Name}} {{Position Type}} {{Start Date}}
    {{Hiring Manager}} {{Yearly Compensation}} {{Overtime Pay Rate}}
    {{Bonus}} {{Number of RSUs}} {{HR Manager}}
    {{HR Manager Title}} {{Signature}} {{Start Date}}
  6. Click Update.

What to do next

Review the look of the generated letter by impersonating an employee and submitting the associated catalog item. You must impersonate the user assigned to work on the case to generate the letter within the HR case. Continue editing and testing the letter template until you are satisfied with the generated PDF.