HR Document Templates

HR Document Templates are used to create and modify reuseable HR documents.

There are two types of document templates:
  • Document templates
  • PDF document templates

Document templates are created within the HR application and use variables to pre-fill information from tables into the document.

Default document templates provided are:
  • Employee Verification Letter in Canada
  • Employee Verification Letter in USA
  • Offer Letter Template
  • Education Agreement

PDF templates originate from Managed Documents and use field mapping to pre-fill information from tables into the document.

Refer to Managed Document features. Default PDF templates provided are:
  • Non-Disclosure Agreement (Sample)

Both templates generate PDF documents that can be reviewed or printed and can require multiple signatures.

Before you begin generating documents, configure the templates with your company logo and text. Obtain the following items and information to create or configure the predefined HR document templates.
  • A page of your company letterhead.
  • Copies of your current employment verification letter and offer letter templates, if available.
  • The logo image to use in your header. The header image can be a maximum of 50px high. If your letterhead includes a logo and text, ensure that the logo image includes the text, as you can only configure the image in the header.
  • The logo image to use in your footer, if applicable. The logo image can be a maximum of 15px high. You can configure both an image and text in the footer.