Creating Sign-Off Templates

From Subscribe-HR Wiki Help
Jump to: navigation, search
Line 20: Line 20:
 
# Select the desired <b>Merge Field</b>, you will see that the Merge Field is inserted between the words where you positioned your cursor.
 
# Select the desired <b>Merge Field</b>, you will see that the Merge Field is inserted between the words where you positioned your cursor.
 
# Once this is completed, click the [Save] button.
 
# Once this is completed, click the [Save] button.
 
<br><br>[[File:subscribehr_logo.gif]]
 
  
 
<br><br>[[File:subscribehr_logo.gif]]
 
<br><br>[[File:subscribehr_logo.gif]]

Revision as of 01:54, 31 August 2015

Creating Contract Sign-Off Templates

Contract Sign-Off Templates refers to any letter / communication between an applicant and the organization during a job contract finalization. The Contract Sign-Off Templates are area of the system that allows you to setup default Contract Sign-Off Templates that are personalized.

Contract Sign-Off Templates are personalized in a similar way to a mail merge. You can have standard templates and use them for contract finalization with an applicant.

Creating New Contract Sign-Off Templates

  1. After logging into the Subscribe-HR portal, select Maintenance TAB.
  2. Select the Contract Sign-off Templates Folder.
  3. You will see a list of the Contract Sign-off Templates that already exists.
  4. Select the [Add new record] button.
  5. Provide a Name. This name should be something relevant to the Contract you are creating.
  6. Write your Contract, or paste your Contract into the text area.
  7. Position your cursor in the text area where you require data.
  8. Select the desired Merge Field, you will see that the Merge Field is inserted between the words where you positioned your cursor.
  9. Once this is completed, click the [Save] button.



Subscribehr logo.gif