---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/pt-BR/employee-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Configure an HR document template (HTML)

# Configure an HR document template (HTML) {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 min. de leitura

Create or modify HR document templates with your unique company logo and audience
criteria. Document templates are created within the HR application and use variables to
pre-fill information from tables to create reusable HR documents.

## Antes de Iniciar

Role required: sn_hr_core.manager and sn_hr_le.admin

## Por Que e Quando Desempenhar Esta Tarefa

Importante:  
Starting with the Australia release, HR Document Templates is being prepared for future deprecation. It will be hidden and no longer activated on new instances, but will continue to be supported.

Use [Document Templates](https://www.servicenow.com/docs/CLhHPzMDfL6oJ6lOzXVr6A "With the ServiceNow 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.") that provides the latest experience for this functionality. For migration guidelines, see [Migrating from HR Document Templates to Document Templates](https://www.servicenow.com/docs/6sGo8iXlrqVNNp1jDNT~JA#migration-hrdt-dt "Review these guidelines to successfully migrate from HR Document Templates to Document Templates. Document Templates provides the latest experience of HR Document Templates functionality with additional features and capabilities.").

For deprecation details, see the [Deprecation Process \[KB0867184\]](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0867184) article in the Now Support knowledge base.

HR document templates customize HR documents to match the service and subject
person.

The base system provides examples of employment verification letters, educational
reimbursement agreements, and an offer letter.

Body text is defined and formatted with TinyMCE and can merge or include user and
table variables during document generation. The PDF generator does not support some
of the HTML elements.  
Nota:  
The example offer letter only appears when the Human Resources Scoped App: Lifecycle Events is activated.

## Procedimento

1. Navigate to AllHR AdministrationDocument Templates.
2. Click New or on an existing document template to edit it.  
   When you select New, the HR Document Templates list appears.
3. Select Document Template.  
   Nota:  
   To know the differences between the types of document template, see [HR document templates](https://www.servicenow.com/docs/ppffk6kp155cnUgMvr51fg "HR Document Templates are used to create and modify reuseable HR documents."). {#t_AddHRPDFDocumentTemplate__1}
4. Fill in the fields on the form.  
   {#t_AddHRPDFDocumentTemplate__table_dvm_fm3_zhb__entry__2}

   | Field | Description |
   |-|-|
   | Name | Name of the HR document template. |
   | Table | Select the table associated with the type of template. The table determines the available variables that can be used. Nota: Only tables that you have access to appear. |
   | Document type | Select the document type the template applies to. Click New from HR Document Type to create a document type. A document type is required when you want a list of documents to appear in the HR case form. HR criteria works with this field to narrow the list of documents you want available for an HR case. See [Using document types with HR document templates](https://www.servicenow.com/docs/g6lkFes58YK9L7s9sNGWaQ "Document types limit the choices for allowable documents based on HR service. For organizations with large amounts of documents, document types help categorize and make finding the correct document easier."). Nota: When creating a document type, the Value auto-populates from the name you enter (all lower case and underscores). |
   | Header image | Select to add an image in the header. You can add your company logo using this feature. Nota: Supported file types are: JPEG, JPEG2000, GIF, PNG, BMP, WMF, TIFF, and JBIG2. |
   | Header image position | Select where you want the header image to appear. |
   | HR criteria | Select the audience criteria for this document. For example, you can create a letter intended for only Canadian employees. The HR criteria narrows the number of users for the template. Nota: When defining conditions like case sensitivity or null values, see API [GlideFilter - Scoped, Global](https://www.servicenow.com/docs/access?context=c_GlideFilterScopedAPI&version=australia&pubname=australia-api-reference&ft:locale=en-US). |
   | Body | Enter and format the text to comprise the body of the template. To insert variables, place your cursor in the desired location and click the variable. Available variables are listed under Fields. Use the formatting tools in the Body to apply formatting options, such as bold, italic, underline, font styling. The body is a place holder for HTML text and tokenized variables. When the PDF is generated, the variables are resolved before sending it to the PDF Generator \[com.snc.pdf_generator\] plugin. Nota: Currently, there is no support for style tags to align text left or right. Space indentation must be used. Jelly and CSS Styling are not supported. |
   | Select variables | A list of variables that can be used in the body of the template. Variables pull information from the selected table to customize the template. Offsets are supported for date variables. Offsets extend or subtract days, weeks, or months from a date used in a template. Valid date offset variables are: * + (plus) * - (minus) * d (days) * w (weeks) * m (months) {#t_AddHRPDFDocumentTemplate__ul_tsd_vll_n1b} Examples: * Offer letter (five days after stated date): Your offer is valid until ${Date +5d}. * Benefits for terminated employee (two weeks from termination date): Your benefits end effective ${subject_person.hr_profile.employment_end_date +2w}. {#t_AddHRPDFDocumentTemplate__ul_gbh_gll_n1b} Nota: Only variables that you have access to appear. |
   | Footer image | Select to add an image in the footer. The original height of your image should not exceed 170 pixels. Scale your image by 30% or ensure the image height is less than 50 pixels in order for the image to be clear and visible. Nota: Supported file types are: JPEG, JPEG2000, GIF, PNG, BMP, WMF, TIFF, and JBIG2. |
   | Footer image position | Select where you want the footer image to appear. |
   | Footer text | Enter text. For example, you can add proprietary and confidential statements. |
   | Page size | Select the page size from the choice list. Nota: A4 is 8.3 x 11.7 inches or 210 x 297 millimeters. |
   [Tabela 1. HR Document Template form]

   {#t_AddHRPDFDocumentTemplate__table_dvm_fm3_zhb}
5. Place the cursor in the desired location in the body of the template and click the Insert Date or Insert Signature buttons to insert these variables.  
   You can use these buttons multiple times to add different types of dates or signatures based on the variables you choose. {#t_AddHRPDFDocumentTemplate__3}
{#t_AddHRPDFDocumentTemplate__3}
6. Click Save to save your document and remain on the HR Document Template form or click Submit to save and return to the HR Document Templates list. {#t_AddHRPDFDocumentTemplate__4}
{#t_AddHRPDFDocumentTemplate__4}
7. Review the look of the generated document by impersonating an employee and submitting the associated catalog item.  
   Impersonate the user assigned to work on the case to generate the letter
   within the HR case. Continue editing and testing the document template until
   you are satisfied with the generated PDF.  
   TinyMCE provides rich text creation that the PDF generator does not support. Non-supported HTML elements are:  
   Nota:  
   The following HTML elements are NOT supported:
   * Vertical alignment.
   * Page breaks.
   * Table-specific color (text color is supported).
   * Custom spacing between blocks of text or images.
   * Custom column width in HTML tables.
   * Custom column alignment in HTML tables.
   * Custom border styling in HTML tables.
   * CSS text manipulation (including CSS based font tags).
   * Inline styling.
   * Background images.

   {#t_AddHRPDFDocumentTemplate__ul_xbp_bcv_52b}See [Editing functions in the TinyMCE editor](https://www.servicenow.com/docs/access?context=r_EditingFunctions&version=australia&pubname=australia-platform-administration&ft:locale=en-US).
{#t_AddHRPDFDocumentTemplate__steps_r41_1xl_zt}
**Tarefas relacionadas**   

* [Configure an HR criteria record](https://www.servicenow.com/docs/haP50yZMjz_ckTR90RbF7g#t_HRCriteria "Create or modify HR criteria to define an audience for HR content, services, or cases.")