Revision as of 00:34, 4 September 2015

Creating Contract Sign-Off Templates

Contract Sign-Off Templates refer 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

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 exist within the system.
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, and you will then see that the Merge Field is inserted between the words where you positioned your cursor.
9. Once this is completed, click the [Save] button.