after being away from SCN for so long, I am back. Eager to share with you another cool feature that we deliver in 1508 – Document Generation in Employee Central.
Phil’s initial blog already mentioned about the initial thought process that went into designing this solution. As mentioned, although Document Generation was supported via partner solutions, there was always ask from customers to provide this feature natively in Employee Central. Yes, we heard you and here we are.
With release 1508 we release the basic version of “Document Generation” for the HR Administrators. It is available as an opt-in feature under provisioning. Once provisioned, appropriate access given and basic configuration done, the activities are available in Admin Center and will allow HR Administrators to create a document for employees as of today. For example, Address proof, service experience document, certification of employment, Letter of reference etc.
1) Manage Document Template: In this step administrator can perform the CRUD operations for a document template. Please specify the parameters like template name, description, country, language etc. In the template document, you can specify the text of the letter along with placeholders for the actual data like employee name, manager name, current date and so on.
2) Manage Document Template Mapping: In this step administrator can perform mapping of placeholders with actual data fields. Say for example, if a placeholder [[empname]] was defined for Employee name. It can be mapped to Personal Information -> Formal Name.
There are 2 types of mappings available – direct and calculated binding. Direct is as the name suggests, used for direct mapping to hris fields. For calculated binding, it is to be used when a value cannot be directly determined and needs to be calculated instead. For example – age, years of experience etc.
3) Generate Document: In this step administrator can choose the template, language and the user for which the document needs to be generated. And can download to his computer or email to user’s email.
Eager to hear back from you as always. For more details, please reach out.