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Creating and applying contract templates
Creating and applying contract templates

How to create and apply a contract template in Recruit

Ciara Miller avatar
Written by Ciara Miller
Updated over 3 weeks ago

If you have contracts you use on a recurring basis, set up a template in Recruit to save time on sending out your contract each time you make a new hire.

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 template, head to Settings - Recruitment - Contract Templates - Create Template.

You can then upload the contract document you want to use for your template, and add the signer roles you would like for that contract.

Once done, you will then have the option to add fields into your template, to be completed when sending out the contract. Each field will be assigned to one of your signer roles - to change which role a text box is assigned to, use the drop down at the top left of your template.

The auto-fill text box options include:

  • Signature

  • Initials

  • Date signed

  • Full name

  • Email address

  • Company name

  • Title

The additional field options include:

  • Textbox

  • Tickbox

  • Drop-down

  • Radio group

Once complete, click Save and you're done!

Using your 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, head to the candidate's Profile - Create Contract - Use a template.

You can then select your relevant template, give it a title, choose your signers and customise a message.

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