How to Integrate Employee Transfer Data with Document Templates

Article author
Learning Center Mekari
  • Updated

In Talenta, you can integrate Employee Transfer data using shortcodes to create document templates. This feature makes it easy for you to create documents related to Employee Transfer. Beforehand, you can also learn how to create document templates here.

Here are the steps.

A. How to Create a Template

  1. Enter the Company menu.
  2. Then select “Document Template”.
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  3. Click “Create” then click New template. You can also click Upload Template to upload your template to Talenta.
  4. Fill Template name according to the name you desire.
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  5. In the Category section, select Employee Transfer.
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  6. To insert a shortcode in the document click “Insert shortcode”.
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  7. Then select the shortcode in the Employee Transfer that you desire.
  8. Then the shortcode you choose will look like this.
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  9. Enable Files integration, Automatically store document to employee files to integrate document templates with employee files automatically. Then, you can select the Files category employee file (e.g. Employee's identity, Company file, etc.) that will be integrated with the Doc template.

    Every Employee transfer template action that has been integrated will be recorded in the list Export History. Hence, you can monitor and re-download the template.

  10. Then click “Save Template” to save the template.

B. How to Add Document Templates to Employee Transfer

  1. Click the Employee menu.
  2. Click the “Employee transfer” tab.
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  3. Then click the “Create transfer” button.
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  4. Enter the following required information.

    Learn how to do employee transfer here.

  5. Select the document template that you created earlier in the Document template column. Then, click "Save" to save the information changes.
  6. Therefore, your Employee Transfer has been made, you can click “Details” or ”Actions” then Details to see the details of the document you added.

    If you are an approval line employee transfer, then you can perform the Approve and Reject transfer actions on employee transfers with the status Pending by clicking “Actions”.

  7. Click on your file name in the Attachment, to download the document template.

    You can also download this template via the Export history feature in Document Template. Learn how here.

  8. Then your document template will look like this.
    Image_035. png

You can also learn how to integrate overtime data document template here. This feature makes it easy for you to create documents related to overtime or employee overtime.