To update your document templates to automatically populate an employees information when uploaded to their SenseHR record, follow these steps.

1. Open the original editable version of your document template, e.g. a Microsoft Word document.

2. In your document editor (e.g. MS Word) insert from the following list mail merge tags, the appropriate tag for the employee information you wish to me merged.

3. Mail Merge Tags

*Note* this is only applicable to PDF format documents.

*Note* you must allow enough space for the information that is going to be merged onto that line.
​
For example - Dear {{Full name}} needs to sit on it's own line, as the name that it pulls into the field could be many characters and therefore not format cleanly if there isn't enough blank space on the line for it to fill.

Here is a list of the available merge fields that you can pre-add to your document to auto-update once added to the employee's record. The item on the right enclosed in {{ }} is the merge field to add to the document.

Simply copy and paste from this list or type them identically to how they are displayed here.

Employee's Full Name: {{Full name}}
Employee's First Name: {{First name}}
Employee's Last Name: {{Last name}}
Employee's Email Address: {{Email address}}
Employee's Date of Birth: {{Date of birth}}
Employee's Title: {{Title}}
Employee's Gender: {{Gender}}
Employee's Nationality: {{Nationality}}
Employee's Work Phone: {{Work phone}}
Employee's Personal Phone: {{Personal phone}}
Employee's Unique ID: {{Employee ID}}
Employee's Employment Type: {{Employment type}}
Employee's Start Date: {{Start date}}
Employee's Continuous Service Date: {{Continuous service date}}
Employee's Job Title: {{Job title}}
Employee's Notice Period: {{Notice period}}
Employee's Department: {{Department}}
Employee's Location: {{Location}}
Employee's Sub-Company: {{Sub-company}}
Employee's Line Manager: {{Line Manager}}
Employee's E-Signature: {{Signature_1}}
Employee's Signing Date: {{Signature_1_Date}}
Employee's Name Against Signature: {{Signature_1_FullName}}
​Employee's Address: {{Address}}

Employee's Address Line 1: {{Line 1}}

Employee's Address Line 2: {{Line 2}}

Employee's Town: {{Town}}

Employee's County: {{County}}

Employee's Postcode: {{Postcode}}

Today's Date: {{Today Date}}

Probation End Date: {{Probation End Date}}

Probation Review Date: {{Probation Review Date}}

Employee's Pay EffectiveDate: {{Pay Effective Date}}

Employee's Pay Amount: {{Pay Amount}}

Employee's Pay Rate: {{Pay Rate}}

Employee's Pay Period: {{Pay Period}}

Employee's Pay Currency: {{Pay Currency}}

Employee's Holiday Entitlement for This Year: {{Holiday Entitlement This Year}}

Employee's Holiday Entitlement for Next Year{{Holiday Entitlement Next Year}}

Leaver's Last Day Of Employment: {{Last Day Of Employment}}

Leaver's Last Working Date: {{Last Working Date}}

Leaver's Reason For Leaving: {{Reason For Leaving}}
​

Here is a short video showing these merge tags in action.