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_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)
{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:



  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.
  4. When copy-pasting text in Word, it may save some hidden formatting & placeholders might not render correctly. In such cases you can try to open your document in Google Docs & save it again from there as a Microsoft Word document. Google Docs will "clean it up" & it will work :).

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

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