HR platform: PDF document management

Overview

The PDF Documents feature is where you manage your organisation's HR documents and Employment Contracts, providing you with one centralised library containing all of your organisation's content. Having a centralised hub where you can co-ordinate your organisation's content will reduce your administration time you spend on documentation management.

The PDF Documents feature allows you to upload your PDF documents and then add in variables such as an employee's full name, job title and probation length. This feature also includes the ability to disable documents that are no longer relevant, edit the content if the information contained within changes, and delete the information if you created it in error.

HR Best Practice

Employment Hero already contains an excellent repository of HR contracts and policy documents that you can use out of the box. Before creating your own documents, you can review the Employment Hero Templates to see what documents are readily available for your country.

As this is one of our more advanced features, we recommend you also attend the Custom Content Workshop via the Hero Academy, which goes hand in hand with this article. 

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting Started

Adding a PDF document
  1. Click the Content Management menu.
  2. Click the Templates submenu.
  3. Click the Add button.
    PDF_1.jpg
  4. Complete the following fields:
    • Template name.
    • Template type.
    • Countries.
  5. Upload the PDF file and click the Save button.
    PDF_2.jpg
  6. Add or remove the required PDF variables.
  7. Click the Preview button.
    PDF_3.jpg
  8. Review the document and then click the Save button.
    PDF_4.jpg

Maintain

Filtering PDF documents
  1. Click the Content Management menu.
  2. Click the Templates submenu.
  3. Click the Search/Filter button.
  4. Click the Advanced Search button.
  5. Select from the following filters:
    • Countries.
    • Template type.
    • Templates status.
  6. Click the Search button.
    PDF_5.jpg
Viewing Employment Hero templates
  1. Click the Content Management menu.
  2. Click the Templates submenu.
  3. Click the Actions button.
  4. Click the View button.
    PDF_6.jpg

    Helpful Hint

    You will now see the Employment Hero Template displayed on your screen.

    PDF_7.jpg
Viewing a PDF document
  1. Click the Content Management menu.
  2. Click the Templates submenu.
  3. Click the Actions button.
  4. Click the View button. 
    PDF_8.jpg

    Helpful Hint

    You will now see the PDF document displayed on your screen.

    PDF_4.jpg
Editing PDF document information
  1. Click the Content Management menu.
  2. Click the Templates submenu.
  3. Click the Actions button.
  4. Click the Edit Info button.
    PDF_9.jpg
  5. Make the required changes and click the Save button.
    PDF_10.jpg
Editing a PDF document
  1. Click the Content Management menu.
  2. Click the Templates submenu.
  3. Click the Actions button.
  4. Click the Edit Template button.
    PDF_11.jpg
  5. Add or remove the required PDF variables.
  6. Click the Preview button.
    PDF_3.jpg
  7. Review the document and then click the Save button.
    PDF_4.jpg
Disabling a PDF document
  1. Click the Content Management menu.
  2. Click the Templates submenu.
  3. Click the Actions button.
  4. Click the Disable button.
    PDF_12.jpg
  5. Click the Disable button.
    PDF_13.jpg
Enabling a PDF document
  1. Click the Content Management menu.
  2. Click the Templates submenu.
  3. Click the Actions button.
  4. Click the Enable button.
    PDF_14.jpg
  5. Click the Enable button.
    PDF_15.jpg
Deleting a PDF document
  1. Click the Content Management menu.
  2. Click the Templates submenu.
  3. Click the Actions button.
  4. Click the Delete button.
    PDF_16.jpg
  5. Click the OK button.
    PDF_17.jpg

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