Generating documents for individuals
Users who have the Generated documentation permission can generate documents.
This permission can be set by the administrator.
To generate documents, you must have the following on the Templates and Source Files tab (in Document Management): saved templates of required documents along with embedded tokens.
Instructions for inserting tokens into document templates here .
Instructions for creating and targeting document templates are available here .
To generate documents, go to the selected employee's profile in the Documents section.
Click the Add Documents button and select Generate from Template .
In the window that appears, select the employment contract (1) and milestone (2) from which tokens are to be replenished. The window also displays all document templates (3) that are targeted at the given employee. Select only those templates that you want to use for document generation. Then select the output format (4) of the document and the document category (5) into which you want to generate the document.
Click the Generate Documents button (6) and have a document with the employee's data generated in the appropriate category.
If the appropriate tokens were correctly uploaded to the document template (Fig. 1), all information from the employee profile that was represented by the token in the template will be written into the generated document (Fig. 2).
(Fig. 1)
(Fig. 2)
The generated document can be renamed directly in the employee's profile. Simply find the relevant category in which the document is stored and click on the pencil symbol , which will allow you to rename the file. You can delete the file using the cross symbol .
