Generating the document in bulk

Sep 30, 2019

HawkHR enables admin to generate the document in bulk. For mass processes, admin uses bulk generation of documents. Refer to the following steps to generate the documents in bulk:

  1. Navigate to: Control Panel -> Forms/Policies -> Document Templates
  2. Click on Bulk generate icon under Actions of the desired document
  3. A new page will open up
    1. Select the template from Select template drop down
    2. Select the Employees, Department & Designation respectively ( all is selected as default, cancel it if changes are made )
    3. Click on Populate to populate values
    4. You can also import the key values, by clicking on Import key values ( browse the file & upload )
    5. Click on Generate documents

This will generate the document and save it against the employee's account, which can later be downloaded or published.

For publishing the document:

  1. Enter the Title of the template
  2. Select the Category of the document
  3. Click on Publish check box ( to publish the document )
  4. Click on Generate & save

The document will be published instantly.