Company Branding: Leverage Templates for Document Building

April 02, 2019
Written by Danielle Larocca

Senior Vice-President of HCM Solutions Danielle Larocca has worked in the SAP HCM space for over 20 years. An SAP Mentor and featured speaker at numerous conferences, Danielle has authored four best-selling books on SAP, is the Technical Editor for the SAP Professional Journal, and often the Voice of the Expert on SAPInsider’s Ask the Expert series for HR.

Company Branding

Many organizations have a requirement to include certain language, formatting or legal disclaimers in employee letters, forms and documents. At the simplest level, this can be related to a company's branding standards. Brand guidelines (also commonly referred to as 'brand standards', a company 'style guide' or 'brand book') are essentially a set of rules that explain the elements included in your brand, and how they should be used. For example, your company probably dictates that your company logo is used at a specific size in documents, and that the selected company font and colors are used.  

If you search for “brand books” online you can access the style guides for virtually all major companies, including the samples below:

Sample of Corporate Logo Guidelines

Sample of Corporate Logo GuidelinesSource © 2019 Damon Andersen, LLC

Sample of Font Guidelines

Sample of Font GuidelinesSource: SAP © 2019

Our Document Builder solution allows you to create and reuse document templates to ensure that you are using your branding standards consistently.  

How do document templates work?

A document template is a feature of Document Builder allowing a designated user to create a template that other documents can be created from and be related to. This allows for better structuring, styling and management of documents in larger teams, with multiple people in different roles designing a single document, or even one person re-using previous work, making the process of building a document standardized, more efficient and less error-prone.

In the sample shown below, I have begun to create a standard company letterhead template. This template could be used for all letters created by the organization, and it can contain the company standards that are not editable by most users.

When building the template, I put in the company logo and address. I also inserted a horizontal line, which I can then customize by using the RGB or HEX color provided by my company’s branding standards. 

 RGB or HEX color

I can also designate which individual elements in the document are editable by the user by leveraging a basic check box. In other words, for each element (image, text box, table etc.) in the document, the designer can specify if the user can edit it.  In this example below, they can only insert text into the body of the letter, and can’t change anything else.

system field

For demonstration purposes only, I shaded the system field that will insert the current date for the letter. You can create new templates (from scratch or from existing documents), and a template is not associated with a particular report, however you can insert placeholders for common fields. In my example above, I shaded these in yellow.  

Using templates for your documents

A template is a container of generic document data that can be used in a document at a later stage. For example, this allows document designers to create base templates with the company's branding already included. Here are some of the items available in a template:

  1. Title
  2. Description
  3. Owner
  4. Parent template
  5. Created timestamp
  6. User responsible for the creation
  7. Modified timestamp
  8. User responsible for the modification
  9. The folder path to the template's location
  10. The visibility property of the template
  11. The protection property of the template
  12. 'Child-template' count

You can also create child templates (derived templates). These templates and documents inherit specific properties from a parent template, and any changes you make to the parent template will automatically reflect in all the child templates and documents. You can also restrict changes in child templates.

Template functionality is just another exciting feature in our Query Manager with Document Builder solution.

I’d be happy to give you a live demonstration of this functionality at your convenience.

Does your organization have a requirement to create and distribute forms, documents and letters? If so, please check out Document Builder. You may also find these blogs interesting:

Reach out to me to schedule a quick 30-minute demo of Query manager with Document Builder.

 

 

Explore Popular Tags

Query Manager SAP SuccessFactors SAP HCM reporting HCM Reporting SAP HCM SAP Reporting SAP Payroll HCM SAP SuccessFactors Employee Central Payroll SAP SuccessFactors Reporting EPI-USE Labs reporting PRISM Payroll Document Builder Payroll reporting Query Manager Analytics Connector SAP Analytics Cloud SAP HCM Data SAP Query Microsoft PowerBI SAP SuccessFactors People Analytics Human Capital Management (HCM) Intelligent HR and Payroll SAP Payroll data Variance Monitor HR and Payroll data Tableau HXM Move Payroll Data SAP HCM Payroll SAP S/4HANA SAP S/4HANA Private Cloud Edition (S/4 PCE) people analytics sap query hr Data Sync Manager Employee Central Payroll Journey to SAP SuccessFactors SAP SAP ERP HCM SAP HCM On-Premise Solutions SAP HCM journey SAP HR Reporting SAP HXM SAP and SuccessFactors HXM Reporting COVID-19 Cloud-based SAP HCM solutions Employee payroll HCM Productivity Suite HR SAP HCM/HXM SuccessConnect reporting solution ABAP DSM for HCM Employee Central Payroll Reporting Employee data GeoClock H4S4 Let's Talk HCM PRISM for HCM (Private Cloud Edition) PRISM free assessment Pay Recon SAP Data Warehouse Cloud SAP HCM Analysis SAP SuccessFactors HCM Journey SAP SuccessFactors Roadmaps SAP data privacy and compliance SuccessFactors Ultimate Guide: SAP HCM & Payroll Options data validation payroll control center Data Sync Manager for HCM Employee Central GDPR HCM, HR OData Query Manager with Document Builder Real-time reporting and document creation SAP Analytics Cloud (SAC) SAP HCM On-premise SAP HCM for SAP S/4HANA On-Premise SAP HR SAP On-Premise customers SAP Payroll to the Cloud SAP Road maps SAP customers SAP data SAP data privacy & security Success Factors SuccessConnect 2019 Tax Reporting Transformation without re-implementation accurate payroll data certification custom infotype data source ebook on-premise SAP HCM s/4HANA Analytics solutions Automated reports Automation Cloud migrations DSM Object Sync for SuccessFactors Hybrid Data Secure Data Types Data analysis Digital tranformation EPI-USE Labs’ solutions Employee Letters Employee communication Free HCM Assessment HR Journey HR employee reports Human Resources Human Resources data Hybrid Reporting SAP and SuccessFactors Hybrid SAP and SuccessFactors Hybrid reporting Hybrid reporting solution Integrated reporting SuccessFactors SAP Intelligent Enterprise Microsoft Excel News OData integration OM Object Sync On-Premise Payroll On-Premise Payroll S/HANA Sidecar On-premise reporting Organization of the data PA People Analytics Workforce Planning Personalized documents Protect personal employee data Report Stories Reporting and analysis Robotic Process Automation (RPA) Robotic Process Automation framework S/4HANA Private Cloud Edition (PCE) SAP Data Privacy Suite SAP Data Security SAP ERP Payroll customers SAP HCM 2023 SAP HCM Roadmap SAP HCM and Payroll customers SAP HCM for S/4HANA SAP HXM 2021 SAP Mentors SAP SuccessFactors Hybrid SAP SuccessFactors Next-Gen Payroll SAP SuccessFactors Release updates SAP SuccessFactors Time Management SAP SuccessFactors Time Tracking SAP Wage Type Reporter SAP certified solution SAP migration SAPPHIRE 2018 SuccessFactors and the Intelligence Enterprise SuccessFactors' Employee Central Payroll TCO Calculator The Report Center The Road to People Analytics Time management Workforce Planning ad hoc data variances easy reporter high-speed, low-risk on-premise SAP data partner roadmap single reporting solution sq01 stories in SAP SuccessFactors People Analytics technology third party ALE STP report ASUG Accessing COVID-19 data Ad Hoc Query American Payroll Association (APA) Analytics Connector Analytics reports Analytics solution Artificial Intelligence (AI) At-risk employees Australian Payroll Australian Tax Office (ATO) Automated analysis and pay run reconciliations Automatic HR reports Best practice in BI Bots Business Analytics Business Intelligence COVID-19 statistics COVID-19 vaccinations Certified solutions ChatGPT Check for data replication errors Client Sync Cloud hosting SAP PCE Company Branding Compare legacy HR and Payroll data Comparing data Configuration Center Copy and mask test data Coronavirus Created timestamp Custom store Customer-specific infotypes DSAG Data Privacy Data Replication Data Sources Data Sync Manager (DSM) Data access Data privacy regulations Data production support issue solution Democratize data Description Diversity & Inclusion reporting DocuSign Document Building Dynamic data ECC EPI-USE ERP Education sector Electronic Signatures Embedded Analytics Edition Employee Central time Employee Central timesheets Employee NICs Employee Retention Analytics (ERA) Employee payment summaries Employee right to privacy Employer NICs Encrypt data FAQ Index Font Guidelines Gender Pay Gap General Data Protection Regulation Governance, Risk Management and Compliance (GRC) Government forms Grid control Grid layout HANA HCM Client Sync™
+ See More

Get Instant Updates


Leave a Comment: