With document templates you create recurring letters in seconds. Symiko fills in the placeholders from the personnel file. There is no electronic signature – the person only confirms that they received and read the document.
Set up a template
In the browser, open “Menu” → “All settings”, then “Document templates” in the “People & permissions” area, and then “New template”.
Enter a “Title”, a “Category” and an internal “Description”.
Write the “Text” and insert details from the file using the “Placeholders”. The “Preview” shows the result.
If the document needs a handwritten signature on paper, tick “Always needs paper with a handwritten signature”.
Tap “Save”. Every change to the text creates a new version.
Head office provides templates for everyone and can “Load sample templates”. Partners take them over with “Copy to your templates” and adjust them.
Create a document
Open the person's file and tap “Create document”.
Choose the “Template” and check the “Details in the document” – marked as “from the file”, “entered manually” or “missing”.
Set the “Document title” and choose whether it should be “Visible to the person” and whether you want to “Request confirmation”.
Check the “Preview” and tap “Create PDF”.
To create documents for several people at once, use “Create multiple documents” in the browser: choose the “Location” and the “People”, then tap “Create for … people”.
Confirm receipt
The person sees the “Documents to confirm” card in their profile, opens the document and taps “Confirm receipt”. As the employer you can “Request confirmation”, “Send reminder” or “Withdraw”.
- In the browser
- Set up and maintain templates, create single documents and documents for several people.
- In the app
- Create documents from templates for one person. You maintain templates in the browser.