What is document generation?
Updated
by
Chris Storms
HR Selfservice now allows you to create personalised documents based on an employee's personal data.
How does it work?
You create a document template (once only).
In this template, you specify a number of personalisation fields, such as the employee's first name, last name and address.
- Go to the Organisation tab
- Select Document settings
- Double-click to open the Templates folder
- Select New template
- either start with a New blank template
- or load an existing Word document (.docx)
- Edit or create the document and add the fields you need.
With this template you can now create personalised documents.
You select an employee and the personalisation fields will be filled in with the details of the selected employee.
- Go to the Organisation tab
- Select Document settings
- Double-click to open the Templates folder
- Select the template you wish to use
- Click Generate document(s)
- Select the employee(s) for whom you want to create this document
- Select the document folder in which the personalised document will be saved.
- Change the name of the document (optional)