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{'Using Document Templates': 'HR Service Delivery'} › Using Document Templates › Document Templates › HR Documents › HR Service Delivery › Employee Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Document tasks generation

Document tasks can be generated either automatically or manually. The tasks get generated in the order defined for the participants.

Note: Cancelling an HR case leads to the cancellation of document tasks associated with it. If you do not want the document tasks to be cancelled automatically, navigate to All > System Definition > Business Rules and inactivate the following business rules:

  • Initiate Cancel Document Tasks
  • Cancel Document Tasks

Automatically

Document tasks are automatically initiated for the participants when you:

  • Select the Automatically Initiate Document tasks option on the HR service of a case.

    Note: Make sure that the HR template configured in the HR Service has document template associated to it.

  • Change the state of the HR case to Ready.

Image omitted: hr-service-config.png
Enabling case option and selecting document template on HR service.

Manually

Document tasks are manually initiated when you click the Initiate document tasks button on the Preview Document option on the case.

Note: The Initiate document tasks option does not appear when the Automatically Initiate Document tasks option is already enabled on the HR service of a case.

Image omitted: initiate-tasks.png
Initiating document tasks

Note: Initiating document tasks from a Preview model is not available for a word document template.

Parent Topic:Using Document Templates: HR Service Delivery