Custom Documents, personalized by the Company Administrator or broker, can be created and displayed to employees in the Document Library during Onboarding or as a Notification, and anytime during the year. Dynamic fields from their EaseCentral portal will be mapped on the document.


Notes:

  • Documents can be created using information already stored in EaseCentral such as company name, logo, employee name, manager name, date of hire, compensation, signature, date of signature, etc. 
  • Text can be formatted and aligned.


To create a custom document:


1.    From Documents > Custom, click Add Document. 



2.    Add text.

3.    Using Auto Text, select fields from employee and/or company data to mapped within your text.

4.    If the employee's signature should be added to the document, include the Auto Text EMPLOYEE_SIGNATURE.  

5.    Click PREVIEW to display the document as it will display to the employee with examples of completed fields. 

6.    If the document should include the signature of a company representative or contact, enter the NAME, JOB TITLE, and SIGNATURE by choosing the following Auto Text fields: 

  • COMPANY_SIGNATURE_NAME
  • COMPANY_SIGNATURE_TITLE
  • COMPANY_SIGNATURE 

7.   Click Save.



To add a custom document to the library:


1.    From Documents > Onboarding or Documents > Notifications, click Actions.

2.    Choose Add Custom Document.



3.    Select a CUSTOM DOCUMENT.

4.    Enter a DISPLAY NAME.

5.    Add a DESCRIPTION



6.   Choose whether to REQUIRE REVIEW or REQUIRE SIGNATURE.

7.   Choose LOCATIONS, DIVISIONS, DEPARTMENTS, or JOB CLASSES to enable only those employees to see specific documents

  • If all organization types are able to view the document these options can be left blank. 
  • If No LOCATIONS, DIVISIONS, DEPARTMENTS, or JOB CLASSES are selected all employees will be able to see the document added. 

8.    Click Add Custom Document.