Plus plan users can simplify the process of adding recurring documents to their employees' files by creating easy-to-use templates.

To do so, go to the ''Documents'' section via the ''HR'' tab and select the ''Templates'' option.

Click on the "Create" button to create a new template.

Simply name your template, then write the document, or import an existing document.

If you create the document directly via Agendrix, you can include variables which will then be automatically replaced by the information of the users to whom you add the document.

You will then have access to a menu of various actions for each template.

1- Create documents

Add document to employee folders

2- Duplicate

Quickly duplicate the template

3-Modify content

Modify template content

4- Delete

Delete template

This option allows you to select employees to whom you wish to add this document.

Simply select the employee(s) of your choice and press "Next";

Choose the folder to which you wish to add the document and press "Create";

📌 All folders from your default folder structure will be available to choose from

The document will then be added to the folder of all selected employees, and can be edited and viewed via the ''Documents'' section of their individual profiles.

Read this article to find out more about managing documents in your employees' profiles!