Before getting started
The document generation feature enables you to produce documents that are automatically filled out with information from your employees' HR files.
You'll be able to generate all kinds of documents, such as employment contracts, amendments, travel certificates, and so on.
The first step is to create document templates. These are formatted documents, but without any personal data. The generation process allows you to customize this document with the data of the selected employee.
This help sheet shows you how to create a document and lists the various tags available.
Gender tags
We have added a tag that generates a document based on the gender entered in the employee's HR file. This considerably reduces the number of different templates in the "Documents" section of Core HR.
When creating your document template, you can use the following tag to manage gender distinctions:
- {|ManOption|WomanOption|UndefinedOption|}
Please note that, unlike the other tags, the gender tag requires only one { bracket.
Here is a visual illustration:
Here are a few examples of usage (in these examples, the male gender is used by default if no gender is entered in the HR file):
| I {|undersigned|undersigned|undersigned|} X | I, the undersigned |
| {Born} on {{birthDate}} | Born on February 11, 1969 |
| Hereinafter referred to as "{The} {employee}". | Hereinafter referred to as "The Employee". |
| {{civilTitle}} X is {employed} in their capacity as | Ms. X is employed in their capacity as |