Within Natural HR, templates are a type of file that can be used to automatically generate a letter that can be sent digitally to an employee or candidate, or recorded on their file. Templates can also be used generated by workflows by using the "Create Template" step.
Templates must first be created in a Rich Text Format (.rtf) or Plain Text (.txt) format file and uploaded to the system by going to:
Documents > Templates
Creating a Template
Templates can be created in any word processor that can save in either .txt or .rtf format. However, please note that the document you upload must be a totally clean document. Many word processors (including Microsoft Word) add additional data and information to documents which are not visible to the eye but which can cause issues when those documents are used as Templates in Natural HR. We would, therefore, recommend using a basic editor such as "WordPad" or "Notepad" to create templates files for use in Natural HR.
When creating templates you can also use placeholders, in much the same way you would when creating an email within a workflow.
The available placeholders, or "tags", are listed in the system on the Templates page and can be found by expanding the "Guidance on Templates" section at the bottom of the templates table:
Watch the on-demand webinar
We'd recommend watching our on-demand webinar to take you through creating template letters including adding a company logo and your signature. You can watch the webinar here.
Sample & Guidance
We have included a sample template which you can download by clicking here if you need help setting the template up.