---
sourceDocument: Zurich Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/employee-service-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# HR document generation

# HR document generation {#ariaid-title1}

* Release version: Zurich
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of HR document generation

HR document generation in HR Service Delivery enables automated and manual creation, preview, signing, and delivery of HR-related documents.
This functionality supports various document workflows such as collecting multiple signatures, previewing documents before sending, and generating documents automatically upon case progression.
Show full answer Show less  

## Key Features

* **Automatic Document Generation:** Documents like Tuition Reimbursement Requests are automatically generated and assigned as tasks to the subject person (employee) when the HR case state changes to Work in Progress or Ready. Administrators enable this via the "Automatically Create Draft Document" option on the HR service.
* **Multiple Signature Collection:** Documents requiring multiple signatures, such as offer letters, are generated only after all required signatures are collected. This ensures proper authorization before document finalization.
* **Preview, Sign, or Save Workflow:** HR agents can preview documents, sign them if necessary, and then send them to the subject person. For example, employment verification letters require HR agent review and signature before delivery.
* **Flexible Document State Management:** The availability of a document to the subject person after preview can be controlled by modifying the State field on the HR task template, accessible via the HR Case form.
* **Error Handling and Editing:** When document errors occur, customers are guided to check data source tables, case information, or template mappings. The system supports editing generated documents and viewing variable, script, and block content in edit mode during preview.

## Practical Benefits for ServiceNow Customers

* Streamlines HR document workflows by automating task creation and document generation tied to case lifecycle events.
* Ensures compliance and accuracy by requiring all necessary signatures before finalizing key documents.
* Enables HR agents to maintain control over document review and approval processes, enhancing document quality and correctness.
* Provides administrative flexibility to customize document visibility and workflow steps to fit organizational policies.
* Facilitates troubleshooting and correction of document content through detailed error-checking guidance and editable previews.  
There are multiple ways to generate documents in HR Service Delivery.{#DocumentGeneration__hr_doc_temp_ss}  
* Automatically
* Multiple signatures are collected.
* Preview, Sign, or Save
{#DocumentGeneration__ul_p32_rcz_bz}

## Automatically {#DocumentGeneration__section_lsf_yrt_lz}

The document is made available for the subject person to
sign.
Only after the signature is added, the document will be generated automatically. Following
are some examples:

* A document such as Tuition Reimbursement Request must be sent to the employee for signature. The Request Tuition Reimbursement service has a workflow that triggers a task for the subject person (employee) of the case. An
  administrator enables theAutomatically Create Draft Document case option on the HR service and sets up the HR service. When a case is created with that HR service and its state is changed to Work in Progress or Ready, a task gets automatically generated for the employee with the document available for signing.

* A document such as Employee Verification Letter must be sent to the employee that does not require any signature. An administrator selects the template on the HR service. An HR case is created with that HR service. The HR agent previews the document using the Preview Document option, generates the document, and sends an email to the employee using the Send email option
  on the case.

{#DocumentGeneration__ul_cpd_gyy_1mb}

## Multiple signatures are collected {#DocumentGeneration__section_knn_ttq_rz}

Documents like offer letters can require multiple signatures. When all signatures are collected, the document is automatically generated.  
Note:  
For more information on setting up this feature, see [Advanced form configuration](https://www.servicenow.com/docs/access?context=advanced-form-administration&version=zurich&pubname=zurich-platform-administration&ft:locale=en-US) and [Advanced Forms Management in HR Service Delivery](https://community.servicenow.com/community?id=community_article&sys_id=a1676d67dba71410b1b102d5ca961941).

## Preview, Sign, or Save {#DocumentGeneration__section_gjw_lst_lz}

Some documents require an HR agent to review, sign, or save it before sending it to a subject person for an HR case. An example is when a subject person requests an employment verification letter. This document requires an HR agent to review it for accuracy, sign it, and send it to the requested email address.

* Open a case requiring a document to be sent to the subject person.
* Confirm that the state is Work in Progress.
* The form header shows:
* Select Preview Document to view the document.
* Select Sign Document for documents that require an HR signature.  
  Note:  
  By default, the document is available for the subject person to view once you preview it. Change this behavior by changing the State field on the HR task template. You can access the task template from the HR Case form by selecting the HR serviceService ActivitiesChild task template.
{#DocumentGeneration__ul_oz1_d5t_lz}

## Change values {#DocumentGeneration__section_wrx_zpq_rz}

When there are errors in the document:

* Check the table the incorrect information is pulled from.
* Check the HR case to confirm correct case information.
* Check the document template for errors within the body of the document, incorrect field mapping, or variable information.
{#DocumentGeneration__ul_sw1_kqq_rz}
* **[Edit a generated document](https://www.servicenow.com/docs/QKaHWzB2l56_xKXLxOVB2g)**   
  Support rendering values of variables, scripts, and blocks in edit mode in Preview Document. View the content of variables, scripts, or blocks rather than only viewing the variable or block names.

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