How do I manage Business Account Templates?

Note: Functionality within the Business Portal is currently only available to Employment Hero's Value Added Reseller Network with a Business Account. 

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To assist with management templates across your numerous organisations, we have introduced Business Account Templates. Business Account Templates are templates created through the Business Portal for your Business Account with the purpose of having the ability to manage ONE template across multiple organisations. 

You will no longer need to create duplicates or clone templates to all your organisations. Instead you can create ONE template and assign it to all your organisations, or selected organisations. This way, if you need to make a change to your template, you only need to do it once and it will be reflected across all the organisations the template is assigned too. 

As this template is assigned to multiple organisations, it can only be created and edited through the Business Portal. This will mitigate the risk of one organisation making an edt to a template which is assigned to other organisations, thus affecting the other organisations. 

How do I manage Business Account Templates?

The Business Account Owner will be able to manage Business Account Templates through the Template Management menu option within the Business Portal. 

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When creating a new template, there is the following field: Is this a Business Account Template that can not be edited by organisations in the HR Portal?

If the answer is Yes, you will be able to select the the Business Account Template is assigned to either All Organisations in the Business Account or selected organisations (multi-select).

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If the answer is No, you will only be able to select ONE organisation from the dropdown and this template will be editable by users with Template Management permission in the HR Portal. 

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The process to create and edit the actual template content is the same as the template editor you would find in the HR Portal. Please refer to the following guide on using the template editor: How do I manage my contract/policy templates?

Business Account Templates in the HR Portal

For organisations belonging to a Business Account, users with permission to the Template Management module will be able to see a new tab called Business Account Templates. This tab will contain all the Business Account Templates that have been assigned to the organisation and will only have the option to View or Clone. 

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