HRStop allows administrators to create and manage reusable document templates such as offer letters, appointment letters, and experience certificates. These templates are essential for streamlining HR documentation and ensuring consistency across employee records.
In some cases, you may need to review, audit, or update an existing template. HRStop makes it easy to download templates directly from the system for such purposes.
Steps to Download a Document Template
1. Navigate to the Document Template Section
Go to:
Control Panel → Forms and Policies → Document Template
2. Locate the Template
- A list of all existing document templates will be displayed in a tabular format.
- Use the search bar at the top to quickly find the desired template by its name or title.
3. Download the Template
- In the Actions column next to the template, click the Download icon.
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The
.docxfile associated with the template will be downloaded instantly to your system.
4. Review the Template File
- Open the downloaded file using Microsoft Word or any compatible editor.
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Review the document content, layout, and especially the placeholder keys such as:
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{{employee_name}} -
{{doj}} -
{{designation}} -
{{ctc}} -
{{pf_number}}
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Why Download a Template?
- Audit the Placeholder Keys: Ensure all dynamic fields are correctly mapped to system data.
- Make Content Updates: Edit outdated text or add new sections as needed.
- Standardize Formatting: Apply branding, font styles, or layout changes.
- Clone or Reuse Template Format: Use the downloaded file as a base to create new templates with similar structures.
Next Steps After Download
Once you’ve reviewed or modified the file:
- Re-upload the updated version via the Edit Template section if changes are required.
- Save and test by generating a document to ensure placeholders are working as expected.
By downloading and reviewing templates regularly, admins can ensure that the documentation generated through HRStop remains accurate, compliant, and professional.