| Name |
Name of the HR document template. |
| Table |
Select the table associated with the type of template.
The table determines the available variables that can be
used.Nota: Only tables that you have access to
appear. |
| Document type |
Select the document type the template applies to.
Click New from HR
Document Type to create a document
type.
A document type is required when you want a
list of documents to appear in the HR case form.
HR criteria works with this
field to narrow the list of documents you want available
for an HR case.
See Using document types with HR document templates.
Nota: When creating a document type, the
Value auto-populates from
the name you enter (all lower case and
underscores). |
| Header image |
Select to add an image in the header. You can add your
company logo using this feature.Nota: Supported file types
are: JPEG, JPEG2000, GIF, PNG, BMP, WMF, TIFF, and
JBIG2. |
| Header image position |
Select where you want the header image to appear. |
| HR criteria |
Select the audience criteria for this document. For
example, you can create a letter intended for only Canadian
employees. The HR criteria narrows the number of users for the template. |
| Body |
Enter and format the text to comprise the body of the
template. To insert variables, place your cursor in
the desired location and click the variable. Available
variables are listed under
Fields.
Use the formatting
tools in the Body to apply
formatting options, such as bold, italic, underline,
font styling.
The body is a place holder for HTML
text and tokenized variables. When the PDF is generated,
the variables are resolved before sending it to the PDF
Generator [com.snc.pdf_generator] plugin.
Nota: Currently, there is no support for style tags to
align text left or right. Space indentation must be
used. Jelly and CSS Styling are not
supported. |
| Select variables |
A list of variables that can be used in the body of the
template. Variables pull information from the selected table
to customize the template. Offsets are supported for date
variables. Offsets extend or subtract days, weeks, or
months from a date used in a template. Valid date
offset variables are:
- + (plus)
- - (minus)
- d (days)
- w (weeks)
- m (months)
Examples:
- Offer letter (five days after stated date): Your
offer is valid until ${Date +5d}.
- Benefits for terminated employee (two weeks from
termination date): Your benefits end effective
${subject_person.hr_profile.employment_end_date
+2w}.
Nota: Only variables that you have access to
appear. |
| Footer image |
Select to add an image in the footer. The original
height of your image should not exceed 170 pixels. Scale
your image by 30% or ensure the image height is less
than 50 pixels in order for the image to be clear and
visible.
Nota: Supported file types are: JPEG,
JPEG2000, GIF, PNG, BMP, WMF, TIFF, and
JBIG2. |
| Footer image position |
Select where you want the footer image to appear. |
| Footer text |
Enter text. For example, you can add proprietary and
confidential statements. |
| Page size |
Select the page size from the choice list.Nota: A4 is 8.3
x 11.7 inches or 210 x 297 millimeters. |