Who it's for: Administrators
Platform: Sense HR web app
Available on: Professional, Elite, and Enterprise
Before you begin, make sure you’ve:
☑️ Logged into the Sense HR web app
☑️ Been assigned administrator permissions
Overview
Creating company document templates helps administrators save time and maintain consistency across important HR documents such as contracts, employment letters, and agreements. Templates ensure that every document uses the same layouts and standard elements, while merge tags automatically pull in employee data, reducing errors and improving accuracy. This makes it easier to manage documents at scale, keep processes compliant, and deliver a smoother experience for employees.
💡 Coming soon: Bulk send templates to multiple employees from Settings > Documents. Merge tags will apply automatically to each selected recipient.
Navigation path
Dashboard > Settings > Documents > Add
Steps to create a document template
Navigate to Document templates
Open Settings from the left-hand navigation menu.
Select Documents.
Click Add in the upper right.
Create Your Document
Enter a Template name, select a Category (or + Add new option to create a new one), and (optionally) add a Description.
Click Next to open the document editor.
In the blank editor screen, enter the document content.
Use the toolbar to format text, insert images, and adjust alignment.
💡 Tip: Use the Merge tag dropdown in the editor to insert employee fields directly. Place your cursor where you want the data to appear, then select the relevant merge tag.
Preview the Document
Click Preview in the top-right corner to check how the document will look.
Save the Template
When you’re happy with the content, click Done.
Choose either:
• Create another template – save the current document and begin a new one, or
• I’m done for now – save and return to the template list.
✅ Your new template will now appear in the list and can be reused whenever needed via:
People > [select profile] > Documents > Add > Use template
FAQ
Q: How do I add a link to a document template?
A: In the document editor, click the link icon (🔗) in the toolbar. Paste in your link, then save. You can also edit or remove the link later if needed.
You can access the editor from:
Dashboard > Settings > Documents