This functionality is only available in our Pro offering. For information on how to upgrade please see our Subscriptions Manager article.ClockOn provides the ability to create standard document templates that can assist with items such as the employee onboarding process.
This article contains the following items;
Adding a Template
To add a template, use the Actions > Add Template button
You will see our document editor, set a name for the document and add the content.
Sample Templates
Sample templates are ClockOn built items that can help with getting you started with content for your own template documents.
From there you are able to select an existing template and it will be added to your local documents list. you can then review and make any necessary changes.
Authorised Signatory
The authorised signatory feature allows the business owner to pre-set a signature for use in the employee onboarding. This is used as part of the Document Signing process.
Within this screen the title, name and signature can be set.
Signatures can either be drawn on the screen, or uploaded from an image file.
If you are uploading a signature, we recommend using a 750 width by 300 hight pixels size, or a 5:2 aspect ratio.Custom Fields
Specific employee information can be merged into the template at the time that it is used, this can allow for the template to be generically set and generated without the need of downloading and manually filling in fields before it is posted to the employee.
To use these place the field code inline with your normal text for example
"Todays Date is [Todays date]."
The fields available for use include
Generic
[Todays date]
Company fields
[Company name]
[Company abn]
[Company contact name]
[Company street address 1]
[Company street address 2]
[Company state]
[Company postcode]
[Company phone]
[Company email]
Employee fields
[Employee title]
[Employee first name]
[Employee middle name]
[Employee last name]
[Employee street address 1]
[Employee street address 2]
[Employee state]
[Employee suburb]
[Employee postcode]
[Employee phone]
[Employee mobile]
[Job title]
[Yearly salary]
[Hourly rate]
[Employee start date]
[Employment type]