Creating documents from document templates

As an administrator, you can upload the document template to HR Administration > Administration > Setup > Resource > Resource Document Templates.

See Uploading document templates for resources.

An organization usually has standardized documents that are associated with a resource on hire, transfer, termination, and other such events. The Create action in the resource’s profile lets you generate a Word document from a stored RTF document template that uses merge fields to resolve variable information.

To access the consolidated view of a resource's profile, you must enable the Administrators View of Employee Profile feature toggle.

See Infor HR Talent User and Administration Library (Cloud and On-premises) and select Administrator > HR Talent Setup and Administration.

  1. In HR Administration, select Resources > Resource Search.
  2. Search for a resource's record using a keyword or other options.
  3. Right-click the resource for whom the document is being created, and select Create Document.
  4. Select the document template that will be used to generate the document, and click Submit.
  5. To verify that the document is attached to the resource’s profile, open the record of the resource and click the Documents tab. Verify that the document is in the Attachments section.
  6. To verify that the document is generated properly, click the Arrow button to open the document.