question Document template and Document template category fields in HRSD forum

Document template and Document template category fields

sreekeerthi — Fri, 28 Feb 2025 05:07:16 GMT

Hi,

Can anyone help me understand the use of "document template" and "document template category" fields on HR Case table (sn_hr_core_case). In what scenarios we use them.

Additionally, there is an OOB BR named "Doc template and category validation" on HR Case table. what is the purpose of this. can we deactivate this if we don't use document template and document template category fields.

Thank you in advance!

Re: Document template and Document template category fields

DeependraS — Fri, 28 Feb 2025 05:32:59 GMT

The "Document Template" and "Document Template Category" fields in the HR Case table (sn_hr_core_case) are used to automate document generation for HR processes, such as employment contracts, termination letters, and policy acknowledgments. The "Doc template and category validation" Business Rule ensures that if a document template is selected, a corresponding category must also be provided to maintain data consistency. If your organization does not use document templates, this Business Rule can be safely deactivated without impacting other HR case functionalities.

Re: Document template and Document template category fields

Ankur Bawiskar — Fri, 28 Feb 2025 07:36:40 GMT

@sreekeerthi

Remember starting from Yokohama HR Document templates are deprecated so please use Document Templates application

Information for the above tables is clearly mentioned in docs

If my response helped please mark it correct and close the thread so that it benefits future readers.