Set up or add a document template for employee letters

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

1. Go to Tools → Document Templates
   • Log in and head to Tools in the navigation menu.
   • Select Document Templates.
2. Click + Add Template
   • A blank template editor opens.
3. Define the template
   • Title: E.g., “Offer Letter Template – Developers”
   • Content: Draft your letter using dynamic placeholders.
     • Example placeholders:
       • {{candidate_name}}
       • {{designation}}
       • {{joining_date}}
       • {{salary}}
4. Use formatting tools
   • Customize fonts, alignment, and line breaks as needed.
5. Click Save
   • The template now appears in your document template list and is ready to use.

Note: Templates are reusable and can be selected while generating documents for candidates.