Franchisors and partner organisations can now sync HR templates to their linked customer accounts. This includes Contract Templates, Documents, Document Bundles and Survey Templates.
What’s New
- Sync Contract Templates,Surveys,DocumentsandDocument Bundlesfrom partner accounts to customer accounts via the API Master Account page:
- If synced, contract templates, documents and document bundles will update automatically as changes are made in the master account, but will preserve customer template names if set.
- Customers cannot edit content or delete partner-managed templates.
- If a partner deletes a template, the customer copy keeps existing but stops syncing.
Onboarding Documents & Document Bundles
- Customers can customise which departments see each document.
- Customers can't edit the departments of documents within Document Bundles.
- Default bundles are excluded from the sync.
Survey Templates
- Surveys are only synced when the button is pushed. Changes in the master account won’t automatically sync.
- Sections, questions, multiple choice options, resources (files/videos), and follow-up questions are copied in.
API Integration
- New customer organisations can automatically receive partner templates when created via API.
- Includes only contracts, documents, and document bundles.