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What help is available on the Download & Customize pages?

Each Download & Customize page is divided into tabbed sections:  About  |  Prepare  |  Pre-work  |  Key Points  |  Customize  |  Finalize  |  Tips 

The table below describes the information you'll find on each of the tabs.

Note that the Pre-work, Key Points, and Tips tabs are only shown where needed.  You won't see them on every Download & Customize page.  

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ABOUT PREPARE PRE-WORK KEY POINTS CUSTOMIZE FINALIZE TIPS

Overview of document or template:

  • Introduction
  • Importance
  • Compliance
  • Dependencies
  • What you need

Recommended preparation tasks:

  • Review documents
  • Review supporting documents
  • Get input
 Recommended steps before customizing Key points and options to consider when customizing the document/template

How to customize the document/template:

  • Style document and instructions
  • Modify document and instructions
  • Add hyperlinks
  • Update table of contents

Steps to finalize, save, and announce the document/template:

  • Get feedback
  • Save in final folders
  • Test hyperlinks
  • Go public

Experience-based tips related to the document/template:

  • General HR tips
  • Content tips
  • Small business tips
  • Technology tips