Document templates allow you to automate the generation of offer letters, appointment letters, and other HR documents using dynamic placeholders.
Steps to Create a New Document Template
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Go to Tools > Document Templates
- Login and head to Tools in the navigation menu.
- Select Document Templates.
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Click ‘+ Add Template’
- You’ll see a blank template editor open up.
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Define the Template
- Title: E.g., “Offer Letter Template – Developers”
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Content: Draft your letter using dynamic placeholders.
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Example placeholders:
- {{candidate_name}}
- {{designation}}
- {{joining_date}}
- {{salary}}
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Example placeholders:
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Use Formatting Tools
- Customize fonts, alignment, and line breaks as needed.
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Click Save
- The template will now appear in your Document Template list and is ready to be used.
Note: Templates are reusable and can be selected while generating documents for candidates.