Document-template requirements

Templates are used to generate standardized organization documents for resources, where only a few variables such as the resource's name, title, salary, and so on differ from resource to resource. You can store a library of document templates for any purpose. An example would be some of the paperwork that is generated when a resource is hired.

The document template itself must exist on your machine or on a shared server in RTF format, using the Microsoft Word merge fields capability. Then you upload the templates to Infor HR Talent.

See Uploading document templates for resources.

Note: 

This guide does not describe how to create the document templates. Creating a template requires an understanding of the Microsoft Word merge fields feature and a knowledge of the Lawson Pattern Language (LPL) database structure and field names required to create the template.

These are some requirements for creating templates:

  • Only administrators can upload the templates. Administrators and HR generalists can create documents using the templates.

  • The Create Document action creates a document for a specific resource.

  • The Create Document action creates a Word document based on the selected document template, in which all of the variables are resolved.

  • The generated document is attached to the resource's profile under Personal Information > Attachments.