To enable this feature, you first need to upload at least one custom template.

To do that, go to Settings > Employee data > Documents templates.

In there you will have option to upload new document template. In the window which opens up you will see an option to download a template which you can use.

Essentially, you can use any Word styling & include dynamic "placeholders" which will be automatically replaced with content based on the selected employee. 

Here are the supported placeholders:

{employee_full_name}
{employee_first_name}
{employee_last_name}
{employee_start_date}
{employee_position}
{employee_team} (name of the current team)
{employee_direct_manager} (full name of the current direct manager, based on org chart)
{employee_address} (full address, all address fields combined)
{current_date} (today's date, useful for contracts)
{previous_compensation_amount}
{current_compensation_amount}
{current_compensation_reason} (reason why compensation was changed)

In addition to these, you can also use any custom field created in CakeHR! The placeholder needs to be written in this form: {custom_field_ and end needs to be the name of the custom field all in lowercase & spaces replaced with “_”.

For example:

{custom_field_tshirt_size}


NOTE: 

  1. if employee doesn’t have selected custom field assigned OR the field is empty, it will be replaced with “________” in the generated Word document.
  2. Placeholders are not supported in headers & footers.
  3. Word documents need to be in .docx format.



If you have further questions or suggestions, please reach out to our support team.

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