Creating a contract template
Contract templates are customisable templates which can be used to send contracts to successful candidates. You can view, edit and delete your existing contract templates, and create new ones, within the Settings section of Recruit.
To create a new contract template:
In Recruit, go to Settings (the cog icon) and select 'Contract Templates' under the 'Recruitment' heading
Click 'Create Template'
Upload the contract document you want to use for your template and enter a template title
Add a single or multiple roles of those who will need to sign the contract within your organisation
Once done, you will then have the option to customise your template, inserting fields to be completed as required. This includes:
Signature
Initials
Date signed
Full name
Email address
Company name
Title
You also have the option to add additional fields, including:
Textbox
Tickbox
Drop-down
Radio group
Once done, click 'Save template' - your contract template will then be visible to be used in correspondence with candidates.
How do I apply my contract template?
You can apply a contract template once a candidate is moved to the 'Offer' stage of the candidate pipeline.
To apply a contract template, click the 'Create Contract' button within the candidate's profile - from here you can select 'Use a template'.
Once selected, you then have the option to choose the relevant template, set the contract title, assign signatories, and customise a message to signers.