Creating Sign-Off Templates
From Subscribe-HR Wiki Help
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=Creating Contract Sign-Off Templates= | =Creating Contract Sign-Off Templates= | ||
| − | Contract Sign-Off Templates refers to any letter / communication between an applicant and the | + | Contract Sign-Off Templates refers to any letter / communication between an applicant and the organisation during a job contract finalisation. The Contract Sign-Off Templates is an area of the system that allows you to setup default Contract Sign-Off Templates that are personalised to your business.<br> |
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| − | Contract Sign-Off Templates are | + | Contract Sign-Off Templates are personalised in a similar way to a mail merge. You can have standard templates and use them for contract finalisation with an applicant. |
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# After logging into the Subscribe-HR portal, select <b>Maintenance</b> TAB. | # After logging into the Subscribe-HR portal, select <b>Maintenance</b> TAB. | ||
# Select the <b>Contract Sign-off Templates</b> Folder. | # Select the <b>Contract Sign-off Templates</b> Folder. | ||
| − | # You will see a list of the Contract Sign-off Templates that already | + | # You will see a list of the Contract Sign-off Templates that already exist within the system. |
# Select the [Add new record] button. | # Select the [Add new record] button. | ||
# Provide a <b>Name</b>. This name should be something relevant to the Contract you are creating. | # Provide a <b>Name</b>. This name should be something relevant to the Contract you are creating. | ||
# Write your Contract, or paste your Contract into the text area. | # Write your Contract, or paste your Contract into the text area. | ||
# Position your cursor in the text area where you require data. | # Position your cursor in the text area where you require data. | ||
| − | # 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>, and you will then 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]] | ||
Revision as of 00:34, 4 September 2015
Creating Contract Sign-Off Templates
Contract Sign-Off Templates refers to any letter / communication between an applicant and the organisation during a job contract finalisation. The Contract Sign-Off Templates is an area of the system that allows you to setup default Contract Sign-Off Templates that are personalised to your business.
Contract Sign-Off Templates are personalised in a similar way to a mail merge. You can have standard templates and use them for contract finalisation with an applicant.
Creating New Contract Sign-Off Templates
- After logging into the Subscribe-HR portal, select Maintenance TAB.
- Select the Contract Sign-off Templates Folder.
- You will see a list of the Contract Sign-off Templates that already exist within the system.
- Select the [Add new record] button.
- Provide a Name. This name should be something relevant to the Contract you are creating.
- Write your Contract, or paste your Contract into the text area.
- Position your cursor in the text area where you require data.
- Select the desired Merge Field, and you will then see that the Merge Field is inserted between the words where you positioned your cursor.
- Once this is completed, click the [Save] button.
