How to use WebMerge to auto-generate an employee contract via People HR

by
June 29, 2017

How to use WebMerge to auto-generate an employee contract via People HR

As any of our Elite customers will tell you, the Ripple feature within People HR allows you build custom HR processes and then automate them with a few quick taps. However, if you prefer to use external apps to automate and integrate your processes within People HR, there are plenty of options.

For example, WebMerge is an online platform for creating and populating documents quickly and automatically. If you use WebMerge, then you’ll be pleased to know that it integrates with People HR, via Zapier. And today, I’d like to share with you a quick and easy Zap for automatically generating a new employee contract when you add a new starter to your system.

1. Create your Employee Contract template. Using Microsoft Word, create your boilerplate contract. Where any personal details might go, use merge fields like this: {$Name}, {$Address}, {$Phone}, etc.
1. Create your Employee Contract template.
2. Add a signature tab. If you use HelloSign, you can add a signature tab to the document, so HelloSign knows where to place the signature once signed: [sig|req|signer1]
Add a signature tab.

3. Upload to WebMerge. From the Documents page in WebMerge, create a new document and give it a name. Select Office Document as the file type, and upload your contract from wherever you saved it.
Upload to WebMerge.
4. Choose the type of file your contract should be. Once in WebMerge, you can visit Settings in order to change things like the name of the file, or the type of file that will be generated once it gets called out. For a contract, you might want to generate a PDF document.
Choose the type of file your contract should be.
5. Set the contract to require a signature. If you use HelloSign, then from the Deliver tab, choose New Delivery and hit HelloSign from that list. Enter your HelloSign API Key, and use merge fields to request the signer’s name and email address.
Set the contract to require a signature.
6. Set up a new Zap. Pop over to Zapier, create a new Zap, and choose People HR as the app, with New Starter as the trigger.
Set up a new Zap.
7. Create a document merge action. You need to set an Action for your Zap. Where it asks for an app, choose WebMerge, and select Create Document Merge.
Create a document merge action.
8. Select the contract you uploaded. After authenticating WebMerge, Zapier will show you the list of WebMerge documents you have available. Select the contract you just created, and match up each of your merge fields with the relevant information fields from People HR.
Select the contract you uploaded.
9. Take a test drive. Once all your merge fields match, save your Zap and switch it on. To test your Zap, log in to People HR, and add a new employee. If you’ve done everything right, Zapier should detect this new employee, populate your contract, and fire it over to HelloSign for a signature.

Here’s what the end result should look like – a nice contract, ready for signature.
end result should look like

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