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.

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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: 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 5: Save

Once you have previewed your document and are happy with the contents, click ‘Done’ in the top right to save and exit.