Step 1: Access templates in settings.
To start creating document templates in SenseHR, you need to go to the main settings tab in the left-hand navigation menu, from here, select the ‘Documents’ section.
Step 2: Add new templates.
Once in the document settings area, you can add a template here by clicking ‘Add’ on the right of the screen.
Once you select add, you will then be presented the following screen to assign your template name, category and description, once complete, click ‘Next’ to proceed to the template editor.
Step 3: Create your document.
Now you will be in the blank editor screen, you can start writing your contents in here, you can use the toolbar at the top to format your content such as text, images, alignment etc.
As well as the standard formatting options here, you also have the ‘merge tag’ list embedded within this editor that allows you to insert your employee merge fields directly from the editor without the need to have the user guide open to one side.
To insert a merge tag, place the cursor where you want the employee information to be merged, then just select the specific item of employee information from the merge tag dropdown list and the relevant merge tag will be placed where your cursor is.
Step 4: Using the AI assistant AMI
At the bottom of the editor, you will see this AI assistant chat box.
Simply type your prompt/instructions into the text box, or for clearer instructions, select ‘Advanced’ which will give you the following outline to follow.
Select Template – This is the overall type of document you are looking to write such as, a letter, an email, a CV etc.
What are you looking to write? – This is where you can give a single sentence title of what the aim of the document is e.g. Employment Contract/Resignation Acceptance Letter/Confirmation of Passed Probation etc.
What are the main points you are looking to cover? – This is where you can add further detail and note down the points of emphasis not to be missed from this document e.g. Contract must refer to flexible working environment/Probation letter must mention they are now eligible for company benefits pension and health insurance etc.
Select tone – This is where you decide the writing style for the AI to use e.g. Professional, Casual etc.
Output language – Select the language for this document to be written in from the list of English, Dutch, French, German, Italian, Spanish, Romanian and Norwegian.
Length – Select an approximate number of paragraphs the document should aim to be in length (This can be left blank if you have no specific length in mind).
Generate – Once you have completed all the fields on this form, click ‘Generate’ to get AMI to start writing your contents for you.
Step 5: Preview your document.
Once you have added your content to the document, you can preview how it looks with the ‘Preview’ option in the top right-hand corner.
Step 6: Save
Once you have previewed your document and are happy with the contents, click ‘Done’ in the top right to save and exit.