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How to create a Staff Document from Document Templates
How to create a Staff Document from Document Templates

Learn how to create a staff document from the document templates.

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: Director and System Administrators

Create a staff document by:

  1. Open a staff file by clicking Organisation drop down > Staff or click on 'xx Active Staff' in the Stats bar.

  2. Click on the Staff drop down > Documents (or Synergy HR > Documents if you're using Synergy HR), or "xx Staff Documents" in the stats bar.

  3. Select the create button and then select Staff Document.

  4. Select which document template to use to create the file.

  5. Confirm the folder that the file will be saved to.

  6. Name the document.

  7. Click create.

  8. Open the contact document and edit the output as required if in Word output.

  9. Save the updated copy of the Word document back to the contact folder of choice.


  • Document templates are configured by the System Administrator.

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