How to create a custom HR document for team members

Our HR platform enables you to create and manage custom templates for a variety of documents, including contracts, offer letters, NDAs, and company policies. With these templates, you can quickly generate necessary documents, significantly reducing the time spent on routine HR tasks.

In this this article, we will cover the following: 

• How to create a new custom template
• How to send a document using your custom template
• How to edit a custom document template

Alternatively, you can explore the feature with this interactive self-guided demo.

How to create a new custom template

You can easily create a custom template by following these steps.

1. Navigate to the Documents section on your dashboard and click on the Templates tab.
2. If no templates have been created, the list will be empty.
3. Click on New template to start your custom template. 
4. From the modal, select Template for a generic document, fill out the remaining details, and then click on Create template.
5. On the editor interface, include the content for this custom document. Use the editor to modify the content and its layout. Note: PDF uploads are not available at this time. 
6. Once it's ready, click on Publish.

How to send a document using your custom template

You can use the template you just created to send documents to your team members. Follow these steps:

1. Navigate to the Documents section on your dashboard and click on the Documents tab.
2. Select Create document.
3. Indicate the team member who needs to receive the document, and you will be presented with a list of available templates.
4. Finalize your document using the editor and upload it to the team member’s profile.
5. Once sent, the document is final. The document's status will be updated on the Documents page, and the team member will be notified by email.

How to edit a custom document template

Editing your templates is straightforward and does not affect any documents that have already been sent. To edit a published template:

1. Go to the Templates section and click the three dots icon next to the template you want to modify.
2. Select Open.
3. Once inside the editor, click Unpublish and finalize your changes.
4. Once completed, click Publish to reactivate the template.

See also: How to create a custom contractor agreement for your company