Add or modify a PDF document template

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

Before you begin

Role required: sn_hr_core.manager
Customers can scan a document, create a PDF from the scan, and map fields to make them editable or pull information from an HR table. As a default, the Non-Disclosure Agreement document template is provided as an example of a PDF document template.

Procedure

  1. Navigate to HR Administration > Document Templates.
  2. Click New or edit an existing document template. When you select New, HR Document Templates list appears.
  3. Select PDF Document Template.
  4. Complete the form.
    OptionDescription
    Name Enter a name that represents the document.
    Table Select the table associated with the type of letter. The table determines the available fields that can be mapped.
    Note: Only tables that you have access to appear.
    Document type This field is not used.
    Document revision Select the document and revision the PDF document template is based on.

    Documents listed originate from Managed Documents.

    Note: User group and document owner determine what revisions are available to view or select.
    HR criteria This field is not used.
    Mark Signatures Click to map where signatures are required in the document.
    PDF Preview Click to view a preview of the document.
  5. Click Save to save your document and the Parse PDF link appears under the Related Links section. This link only appears when there are fields that can be mapped.
  6. Click Parse PDF.
  7. The PDF Template Mappings section and fields display.