Create document

Information

You want to automatically create contract documents with your new employee's data. Use document templates for this. Document templates contain placeholders that are automatically replaced with the information from the personnel file.

Document, create

Condition

At least one document template must be available.

Method

1. Select the personnel file you want create a document for.

2. On the HR tab, click Create document.

3. In the Document templates dialog box, select a document template and confirm with OK.

4. In the New document dialog box, you can change the name of the document.

Result

The document is created in the selected personnel file and opened right away.

Outlook

You can edit the document and print it for use.

If your employee's master data changes, you can apply changes using the Update document function.

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