In this article you will find a video explaining how to create and manage both employee documents and document templates. In addition to our how-to video, we also have a Help Center article on best practices with sample document templates for download.
Please note that Personio currently only supports templates created as Word or Open Office documents.
When creating custom document templates, you'll save a lot of time and effort by using placeholders, which will automatically be filled with the relevant employee data when templates are assigned to employees.
To create or upload a document template, first go to Settings > Documents > Templates and click on Add template.
Please note that only Google fonts can be displayed correctly in the document preview. When other fonts are used in a template, the preview may be distorted.