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People HR - Create PDF, Word, Excel Documents
People HR connects with Documentero to turn HR events into ready-to-use documents. When a new event is created in People HR, Documentero can automatically generate files like contracts, letters, or reports in .docx, .pdf, or .xlsx formats. This helps HR teams save time on paperwork and ensures that every document follows the same template and format.
People HR
Documentero
Triggers
Watch Events — Triggers when a new event is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from People HR using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from People HR using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate employee offer letters from People HR events
Create PDF promotion letters from People HR updates
Export training completion certificates when sessions are logged in People HR
Generate leave approval documents from People HR requests
Create formatted Excel attendance reports from People HR data
Automatically generate probation confirmation letters from People HR events
Create termination letters from exit events in People HR
Export employee transfer letters when transfer events are added in People HR
Generate salary revision letters from People HR updates
Create annual appraisal reports in PDF from People HR events
How you can use People HR + Documentero
New Hire Contracts
Automatically generate a contract in PDF or DOCX when a new hire event is added in People HR.
Employee Promotion Letters
Create a promotion letter whenever a promotion event is logged in People HR.
Training Certificates
Generate training completion certificates from Documentero when training events are recorded in People HR.
Leave Approval Letters
Produce leave approval or rejection letters when leave events are created in People HR.
Monthly Attendance Reports
Export attendance data from People HR events into a formatted XLSX report using Documentero templates.
Setup Guides
Zapier Tutorial: Integrate People HR with Documentero
- Create a new Zap in Zapier.
- Add People HR to the zap and choose one of the triggers (Watch Events). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the People HR trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate People HR with Documentero
- Create a new scenario in Make.
- Add People HR to the scenario and choose one of the triggers (Watch Events). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the People HR trigger.
- Run or schedule your scenario and verify the output.
