Difference between Document Template and HR Document Template

[Amruta8]

What is the difference between Document Template and HR Document Template? Is there any advantage of one over another? How do you decide which one to use and when?

#HR Service Delivery

[Community Alums]

Hi @Amruta8 ,

Both Document Template and HR Document Template goes hand by hand, Any Document template created in HR Space are HR Document Templates are used to create and modify reuseable HR documents.

Use HR document templates for documents that can be customized with dates, names, and signatures like:

• Employee verification letters
• Non-disclosure agreements
• Offer letters
• Educational reimbursement agreements

You can personalize HR document templates by mapping fields or using variables from the available tables to place data in fields. You can also capture multiple e-signatures in a document that automatically generates once all signatures are captured.

There are two types of HR Document Templates, both create PDF files, but are created and maintained differently:

1. Document templates (HTML)
2. PDF document templates

In General ,  Document Templates application, you can create HTML and PDF document templates to generate standard letters or documents. You can automate and simplify the process of filling, signing, and reviewing a document online.

In addition, you can perform the following tasks:

Enable multiple participants to collaboratively work on a single document

Create specific tasks for specific participants such as sign, fill, or review. Auto initiate tasks based on the order defined for the participants.

Collect repetitive information and furnish it wherever necessary

Retain information on the document so that the participants do not have to fill the document all over again. Validate and retrieve data at any point in time.

Gain a real-time insight

Preview the document at any stage during the information input process. Understand at what stage and with which participant is the action pending.

Notify the participant

Notify participants about their assigned document tasks.

Secure a document

Provide document access only to mapped participants.

Refer Exploring Document Templates