Plus plan users can simplify the process of adding recurring documents to their employees' files by creating easy-to-use templates.
1- Create a document template
To create a document template:
Click on the “Documents” tab
Click on the ‘Templates’ sub-section
Click on “Create”
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
2- Add documents to employee files
To add the document from the template to your employee's file:
Click on the “Documents” tab
Subsection of the same name (documents)
Select the employee of your choice and click on their file
4. Once in the selected folder, press “Upload or add” and choose “From a template.”
The document will then be added to the selected employee's file and can be edited and viewed via the “Documents” section of their individual profile.
Read this article to find out more about managing documents in your employees' profiles!