This article provides Company, Contract and Recruitment Administrators with information on the types of contract placeholders available and how to include them in contract templates.
This article covers the following topics:
How to setup a Custom Contract Placeholder
1. Navigate to Administration > General > Contract Placeholder Library
2. Click New Placeholder
3. Enter the required details as follows:
Title: The name of the Placeholder
Type: Number, Date, Text, Currency, Text Area
Placeholder: Placeholder text, example: @@CARALLOWANCE@@
Description: A short description of the Placeholder
Default Value: A value that will automatically populate in the placeholder.
Click Save to create the Placeholder
đ | Once the Placeholder has been created, the Placeholder text cannot be changed and is greyed out |
â ď¸ | NOTE: Text Area placeholders cannot be used with the Contract Upload feature. Please reference the following article on how to use the Contract Upload feature. |
4. A Custom Placeholder has now been created and is now available in the library
âď¸ | Click the Edit button to make changes to the Placeholder, alternatively click the drop down option to Hide or Delete the placeholder |
Understanding differences between Standard and Custom Placeholders
Standard Placeholders are system derived fields which pull through the data from the employee's profile such as:
Position,
Location,
Start Date
End Date
Expiry Date
Company Legal Entity
Service Start Date
Department
Location
Manager
First Name,
Manager Name.
You will also be able to select additional standard placeholders related to the employee's Personal Contact Details section within HR Core. These placeholders are:
Home Phone
Work Phone
Address
Country
State
Postcode
Personal Email
The full list of Standard Placeholders can be accessed when creating or editing a Contract:
đ | Custom placeholders contain an @@ symbol surrounding the text to differentiate between the standard placeholders which use :: to surround the text of the placeholder. |
How To Add Placeholders To A Contract Template
To add a placeholder to a contract template (only applicable to contracts that have not been uploaded using a docx. file).
1. Navigate to Administration > General > Contract library
2. Edit an existing Contract, select the desired placeholder text and use the CTRL+C buttons to copy the selected placeholder to your clipboard.
3. Paste the copied text from the clipboard, example shown below:
4. Alternatively, to add a Custom Placeholder, enter the Placeholder Text
â ď¸ | If you've uploaded a contract as a .docx file using the Contracts Upload function, you'll need to download the Word document to make edits externally. Once updated, re-upload the contract to apply the changes. |