Document Templates vs HR Document Template

Kohei Tominaga1 · ‎07-31-2024

Hi,

I woul like to know the difference between two modules, Document Templates and HR Document Templates which is under HR Administration.

I could configure PDF generation with Document Temlates but I wonder it might be better to use HR Document Templates for HR related document generation.
In my senario, tranfer letter need to be filled by HR agent in some field before employee sign the document

michaelj_sherid · ‎07-31-2024

Hi @Kohei Tominaga1 These modules both present the document to the user but there are some differences. HR Document Templates have been around for some time and were focused on HRSD. The Document Templates plugin was introduced in Rome and is a platform feature, but is mainly consumed by HRSD. The main differences are that the new Document Templates allow for entry into the PDF form and save the values. In addition to this we are able to have multiple people filling fields in the form and have multiple reviewers. Lastly, in Document Templates have the ability for a reviewer to mark a field for review and add comments to allow for a smooth document authoring process. The HR Document Templates do not have this same feature. The recommendation would be to leverage the Document Templates that were introduced in Rome versus starting now with HR Document Templates.

If my answer has helped with your question, please mark my answer as an accepted solution and give a thumbs up.

Regards,

Mike

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michaelj_sherid · ‎07-31-2024

Hi @Kohei Tominaga1 Are you generating the PDF from a HTML template? That may be the issue. Here is an example of the (configurable) HR Agent workspace where a document task is initiated:

Regards,

Mike

Kohei Tominaga1 · ‎08-02-2024

Hi, Thanks for supporting me.

I have re-created the HR service and then the issue was resolved.

Anyway thank you for shareing your suggestion and advice!
I will learn more about Document Template functionality using Docs and your videos on Youtube

svani · ‎08-13-2024

HI @michaelj_sherid ,

I know its very late, i have created the pdf document template and tried to assign to the hr service but unable to find the document in the list how can i make use of that document for hr service.

thanks in advance

michaelj_sherid · ‎08-14-2024

@svani The HR Case Template is where you specify the Document Template for the HR Service. I have an image below that shows an Out of the Box HR Service that is using a different Document template.

tejak1488299167 · ‎01-23-2025

Is Document Templates supported in HR Agent workspace?
If yes, how we need to configure.
Awaiting for your prompt response. Thanks in Advance.