BizCortex documentation

Document templates

Build contract, letter and reference templates with placeholders.

People, Lifecycle, Document templates holds templates for contracts and letters. A template is HTML text with placeholders that are filled with the data of the employee when you generate a document. Generated documents are printed on your company letterhead.

Document templates
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Who can use this

  • Owner
  • Admin
  • HR manager

Steps

  1. 1. Create a template

    Click "New document template". Enter a name, choose the kind (Contract, Reference letter, Letter or Other) and write the template body.

  2. 2. Use placeholders

    The list "Available placeholders" shows what you can use, for example {{ employee.full_name }}, {{ employee.hire_date | date_de }}, {{ company.legal_name }}, {{ department.name }}, {{ position.title }}, {{ manager.full_name }} and {{ today }}. Values entered as additional placeholders when generating are available as extra.

  3. 3. Deactivate

    Turn off Active to hide a template from the generator without deleting it.

Tips

  • Use the filters date_de and money for German date and amount formats.
  • Templates of the kind Reference letter appear in the reference letter generator.

Good to know

  • A template with a syntax error cannot be saved. The error message names the problem.

Related

  • Personnel documents

    Keep the personnel file, decide what the employee may see and generate letters from templates.