Labs
Take a look behind the scenes and see what community ideas and other improvements we are working on, as they are being developed.
Generate contracts from templates
You are probably well aware of the possibility to define mail templates in peoplexs. They allow us to standardize and speed up communication with candidates, suppliers/customers, etc. We made them more generic so you can use them to generate documents in word and pdf format. This allows you to setup templates for employment contracts, temp hiring contracts, all types of contracts with suppliers/customers, etc.
The template options are moved in the menu to: "Setup - templates". Here you set up a template just like you are used to from the original mail templates. You can use images (like for logos) and macros, to be able to insert specific data like names and contact information for a particular document.
In the setup of the template you see a new option that will define what type of document you would like the template to support:
You can use multiple types for the same template, this will allow you to build a mail, a word file or a pdf docment all from one and the same template. In this example I have setup an employment contract and mark the document type as "PDF".
At the candidate I want to hire, I see a new option under the "Documents" tab, called "New document (pdf)". Note that the option is not available when there are no templates with the "pdf" document type marked in the setup. When I click on it, I get the option to pick one of the templates I made for PDF documents:
I want to make an employment contract for this candidate, so I select this one and continue. A draft of the document is build for me, the name and address information of the candidate is included, and I can still edit the draft document before the PDF is made:
When ready editting, just click the "Save as pdf" option, and the document will be filed under the "Documents" tab, and opens in the browser. Now you can use it as an attachment in a mail or make a print.
This feature is part of a series of changes to improve peoplexs for hiring temp workers. We developed it in cooperation with our customer Prorail. It is available on the Labs server for you to have a look.
Leo
Comments
Top 5 ideas:
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(4 votes) Add FLAGS to report criteria
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(19 votes) improve matching
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(3 votes) Managers portal
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(2 votes) Apply with Linkedin
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