How do I activate Document Creation with Haufe DocPlus?

Table of Contents

1. Requirements
2. Activating the Integration

Benefits

Haufe DocPlus offers you centralized management of all your templates. You can create your own templates, use legally compliant templates from Haufe, or copy them and customize them to your preferences. Use these templates to create an individual document for each employee or applicant - the master data for each person is transferred from HR WORKS, reducing the need for manual steps. Once completed, you can send the document directly to the relevant storage location in HR WORKS. If necessary, you can then complete the process with an e-signature within HR WORKS or create a personnel file entry directly. Save time, reduce errors, and create documents for your employees and applicants in just a few clicks.

1. Requirements

Before you start the activation process, please ensure that each employee has been assigned a unique email address.

The following administrator roles are authorized to use document creation: Person, Personnel Management, Personnel File, and Position Administrator. The respective restrictions apply according to organizational units which have been chosen under Roles and Authorizations.

The activation itself can be performed by the Master Administrator.

2. Activating the Integration

Document generation can be activated in the admin menu under “Basics/Integrations/Document creation” by clicking on the button “Activate document creation”.

In the next step, grant Haufe access permissions by clicking on “Confirm”.

You will then receive a confirmation that the verification was successful:

You can now switch back to the tab within HR WORKS and use other functions - the setup will take place in the background. Please note that this may take some time. As the master administrator, you will be notified by email as soon as the process is complete and document creation can be used by authorized administrators.

The following data is transferred to Haufe for document creation:

• Leaving date
• Reason for leaving
• Business address (street, house number, postal code, city, state, country)
• Date of entry
• Date of birth of the employee/applicant
• Business email address of the employee
• Gender
• Employee's/ applicant's last name
• Organizational unit's name
• Employee's personnel number
• Position
• Employee's/ applicant's private address (street, house number, postal code, city, country)
• Supervisor (first name, last name)
• Employee's/ applicant's first name