How do I create a document template?

Document templates make it easy for you to compile often used documents.
Don't waste any time on editing page layouts, fonts, margins, and text formatting. 

  1. Creation of the original text file

    Create a document with your original text in MS Office (DOCX/DOTX format) or OpenOffice (DT/OTT format). 

    Download an example file

    The following placeholders are available by default:

    Variable Employee attribute
    first_name First name
    last_name Last name
    email Email address
    position Position
    gender Sex
    status Status
    termination_type Termination category
    termination_reason Reason for termination
    termination_date Termination date
    hire_date Hire date
    probation_period Duration of probation period
    probation_period_custom Customized probation duration
    contract_end_date Date contract ends
    weekly_working_hours Weekly working hours
    children Number of children
    supervisor_first_name First name of supervisor
    supervisor_last_name Last name of supervisor
    supervisor_position Position of supervisor

    You can add more variables e.g. employee's "IBAN" or "Birthday".

    Placeholders for each variable are marked by double braces. Gender specific variations are marked with double vertical lines. 

    Add also your customized placeholders that are not available by default in the system. You can, for example, define individual paragraphs to be filled before compiling the document automatically. (E.g. {{individual paragraph}})

  2. Uploading templates

    Go to Configure account > Documents and click Add template. 

    Select a document category, choose a name for the document and set the appropriate document language. Choose your original text file and press Upload.

    In order to automatically display employement contract templates in the recruiting section, they have to be saved in the system category "employment contracts".

Find information on how to use document templates, please read here.






Have more questions? Submit a request


Article is closed for comments.