Merging paperwork types

You may have multiple paperwork types that are the duplicates of one another or form part of a choice. This article explains how to merge them.

Please take the time to understand why you would merge paperwork, as this operation can not be undone.

Before you get started

You should only be merging paperwork where you need to pick from one of the options when assigning to a person. These include;

• Contracts

• Job descriptions

• Fair Work Info Statement

• Old version and a new version of the same template

Caution: when not to merge

When you merge paperwork types, they will become a single item. If there are multiple templates within it, you will be only able to issue ONE of those templates to a specific employee.

Where it doesn't make sense to merge

Combining different policies together - You will likely want to assign each of the policies to each employee. If you merge them, you will have to pick one of the policies to assign - not multiple.

As an example, (unless there is a duplicate or old version).

• Never merge policies together

• Never merge licences, tickets, certificates, training completions together

Merging Paperwork types

From the settings > Paperwork types area;

1. Check the box next to each paperwork type

2. Select Merge from the bulk actions menu

3. Choose a name and click Merge

You're all done!

Your merged paperwork types are now ready to use in Worknice.

If you have any questions, please reach out to our support team at help@worknice.com or through the help section in Worknice.