Customize the Document Template

How to edit the document template:  

1. Navigate to Reports -> Standard Reports -> Employee Reports -> Documents.

   

2. Click Templates.

   Select a desired Template to edit.

   

   You can now type the desired text and use various tools, including:

   1. Adjust the font size.

   2. Adjust the font style.

      List of Fields: Select information to display (data is retrieved from employee records and contracts) from the List of Fields.

      Examples

      1. Employment Certificate template, you can select to retrieve data from:

         The latest contract and the previous contract.

         

      2. Salary Certificates includes  "Requester Reason" field. This field displays the reason the employee provided when submitting a Report Request.

         

   3. Format text to be bold, italic, strikethrough, and underlined.
   4. Adjust paragraph alignment.
   5. Create a list.
   6. Adjust font colour and background colour.
   7. Edit the image.

      1. If using images, such as company logos or employee photos, you can edit the image size in the Width and Height fields.

         

   8. Clear the text formatting.
   9. Create a quote.
   10. Create and customize a table.
       1. Insert a row or column.
       2. Delete a row, column, or table.
       3. Customize cells and tables.

          1. Editable information includes: Border, Dimensions, Background, and Alignment.

             

   11. Click  "Reset to Default" to restore the default settings.

       

3. Click Save after editing.

   

4. Click Load to generate the document. The report will be displayed with employee details automatically populated based on the employee's profile and contract.