PDF Templates | Overview

The Sage People PDF template generator enables you to create and use PDF documents within Sage People.

Documents based on the templates can be sent with action events and directly from records including Team Member, Employment, and Absence.

PDF documents provide a convenient way of providing information in print ready form, with fixed layout and content.

Typically, organizations use PDF documents for employment contracts, letters carrying changes to terms and conditions of employment, branded company wide announcements and so on.

Key features of the PDF template generator include:

• Templates produced with the PDF template generator can be copied.
• Individual documents based on a template can be previewed and edited before sending, without affecting the original template.
• Templates can use formulas and merge fields to enable content to be closely tailored using data from the Sage People system.
• PDFs can include conditional content. Conditions must be met before parts of a document are included.

You can:

• Produce one or more templates corresponding to company letterhead variants.
• Copy those templates to act as basic containers for all the different document types you wish to use.
• Base documents on a selected template, and include only those sections, sentences or clauses that are relevant to each case.
• Repeat sections in a document so that all records of a particular type can be included, for example, repeat once for each objective assigned to a team member, or once for each benefit awarded to a team member.
• Edit an individual PDF document to add further personalization without affecting the underlying template.

Typically, new Sage People orgs are configured with the following 3 PDF templates as standard: 

• Annual Salary Review

  An action event to send a PDF using this template is also configured as standard. For more information about setting up action events, see Action Events.

• Probation Pass Letter

• Verification of Employment

You can edit these templates for your organization's needs, copy them to use as a basis for other PDF templates, or create new templates from scratch.

Follow this sequence:

1. Create one or more PDF templates.
2. Set up a Salesforce site to support PDFs and register the site on your HCM Configure page.
3. Configure profile settings and a sharing rule to support image handling.
4. Optionally, configure action events.
5. Use the functionality.