This article explains how Global Payroll clients can create and save a customized template for adding employees in the Global Payroll or Deel HR model.
Clients can paste their own text in our editor and add customized variables to the Employee Agreement.
These variables will be auto-filled when clients select their EA template in the future and create a new contract for a Global Payroll direct employee.
How to Create a Custom Employee Agreement Template
✅ Step 1 - Go to Organization Settings
✅ Step 2 - Select the Custom Documents box
Click View to custom contract templates and documents that can be requested to workers.
✅ Step 3 - Click Create Document
New direct employees can still complete their onboarding before they upload the requested custom documents.
✅ Step 4 – Select Create Custom Employee Agreement
✅ Step 5 – Create a custom Employee Agreement Template
First, name and describe the template for future use, and add any optional tags for easier reference.
Then click Create Template.
✅ Step 6 – Add customized variables
Clients can include dozens of customizable variables in the new Employee Agreement template.
Variables include job title, seniority, start date, annual salary, annual vacation days policy, vacation accrual start date, and many more.
Click to add a placeholder, and it will appear where the cursor was placed in the editor.
These variables will be auto-filled when the client selects this template to create an employee contract, using the information provided for the new employee.
Click Save to save updates to the template. Then click Continue when finished.
✅ Step 7 – Select Custom EA during contract creation
The agreement template has been successfully created! Clients can view their templates in Organization Settings under Custom Document Repository.
This template can now be used to hire new direct employees during the Add People / Create Contract process at the Employee Agreement step.
Select the custom agreement that will be used for the new direct employee.