Create consistent recurring documents by developing templates using Document Templates and use them in a generic workflow in Agent Workspace for HR Case Management.

Install the Document Templates plugin to use this feature.

Use templates for communication letters to employees like verification letters or offer letters. Associating templates with an HR case and moving it to an appropriate working status, like Work in progress, retrieves the data from the case and integrates it with the template. For more information, see Configure an HTML document template.

Agents can use templates to generate document tasks and get signoffs from the stakeholders. After all the participants sign the template, the document is created. For more information, see Create and sign document tasks from document tasks in Agent Workspace.