Document merge - Individual employee

Before you start, make sure you have created and uploaded your document.

Document merge allows you to populate a template with an individual employee's data and save the document to their record.

You can also use document merge for a group of employees.

Group document merge is not currently available for DocuSign documents.

  1. In HR, select the appropriate employee.

  2. Select DOCUMENT.

    screenshot of an employees document screen.

  3. Select Document Merge at the bottom of the page.

  4. In Group, select the category your document is saved in.

  1. In Template, select your document.

  2. Select the Format.

    Document merge screen.

  3. Select if you want to Save the merged document against the Employee's HR record.

    If selected:

    1. Select if you want to Download the merged document on completion as well.

    2. Add any Notes (optional).

    If not selected, the merged document will be downloaded, but will not appear on the employee's DOCUMENT screen.

  4. Select Merge, then OK.