Submit a ticket My Tickets
Login  Sign up

Using Employee Record Templates

Applicable packages Leave Time HR Essentials HR Success

Required Roles Team Manager HR ManagerAdministrator ADU Manager

In this article: 


Creating an Employee Record from a Template


Speed up repetitive record creation by using Employee Record Templates. 

Upload a template file used for employee documents, such as employment contracts, salary review letters or change in circumstance documentation. 

Use the data stored in Appogee HR to fill in the placeholder fields using a mail merge concept and save the record to your employee's file. 

Creating an Employee Record from a Template

To create a document for an employee based on a template, you first need to set up your Employee Record Templates. Take a look at the following article to find out how to do this: Creating Employee Record Templates.

When you have your template published, open an Employee's Profile on the correct category. 

Click Create New Record

In the Create Employee Record dialog box, click to Select From Template and select the template from the list. 

Click Next. 

The system will then pick up the data from the Employee's profile where it can be merged into the document. 

If you have the ability to, you may wish to change some of the data (e.g. the written format of dates).

Click Next. 

Check you're happy with the information on the Record Details tab and click Create Record. 

The document will be created and saved as an Employee Record on their file. 

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.