OffersTemplates
Write the contract once. A library per kind of role, titled sections under your own letterhead, fields that fill themselves from the record, and signature blocks placed where they belong.
A template per kind of role. Copied when picked, not linked.
Salaried, hourly, fixed-term, volunteer: keep as many as the roles need, and improving one is safe because the offer only ever gets a copy.
- As many templates as you have kinds of role
- Picking one copies it into the offer
- So editing a template never disturbs an offer in flight
- And deleting one never orphans a contract somebody signed
Sections, under your letterhead. Not one slab of text.
Write the contract as titled sections, with your own letterhead across the top. Both are part of the document that gets signed, rather than a wrapper applied at the end.
- Titled sections, not one undifferentiated slab
- Your letterhead across the top, per template
- Both baked into the copy that actually gets signed
- Sections reorder without the text losing its structure
Ten fields fill themselves. Everything the record already knows.
- Fields that fill themselves
- Candidate name
- First name
- Last name
- Position
- Company
- Start date
- Preparer name
- Preparer email
- Preparer title
And the ones only you know. Added per template, checked before send.
A salary figure, a shift pattern, a grant end date: whatever your contract still needs, in the shape it should be entered.
- Ten fields merge in from the record, with nothing typed twice
- Add your own per template: text, long text, date, or a fixed set
- The label you give a field becomes the tag you drop into the letter
- Signature, initial and date blocks sit inside the text
- Placed beside the clause being initialled, not stapled to the back
- A referenced field left blank stops the send and names itself
The library, one screen
Every template with the shape of the document it produces: its sections, the fields it asks you for, and whether it carries your letterhead.
No. Picking a template copies its text into that offer, so the offer is a document in its own right from that moment. You can rewrite the template, or delete it, and every contract already sent or signed stays exactly as it was.
Ten things: the candidate’s full name, first name, last name and email; the position, the company and the start date; and the preparer’s own name, email and title. Anything else your contract needs, you add as a field on the template.
Yes, and that is the point of them being tokens rather than a footer. Put an initial block beside the probation clause and a signature block at the acceptance section, for either party. The block renders where you placed it.
The send stops and tells you which field. A contract that reaches a candidate with an unresolved placeholder in it is worse than one that never sent, so the guard runs before anything leaves.
No. There is no conditional logic inside a template. Where the terms genuinely differ, that is a second template, which is cheap because the library is unlimited.