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 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.<br> | 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.<br> | ||
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| + | These can be edited during the Contract creation process.<br> | ||
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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. | 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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Latest revision as of 00:16, 31 March 2017
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.
These can be edited during the Contract creation process.
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 Contract Sign-off Templates from the More tab.
- 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.
