Managing your document templates ensures your HR communication remains standardized, accurate, and easy to generate.
How to Access and Manage Templates
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Go to Tools > Document Templates
- From the dashboard, navigate to Tools > Document Templates.
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View All Existing Templates
- You’ll see a list of all templates created.
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Manage Template Actions
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For each template, you can:
- Edit – Update content or placeholders.
- Clone – Create a copy for slight variations (e.g., Intern vs Full-time offer).
- Deactivate – Temporarily hide templates that aren’t in use.
- Delete – Remove the template permanently (use with caution).
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For each template, you can:
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Preview a Template
- Before generating a document, click Preview to ensure all data fields and formatting look correct.
Tip: Always test a new template with a test candidate profile to verify placeholders.