Document templates

You can keep a library of offer, profile, hire paperwork or other document templates. You create the document templates on your machine in RTF format , using the Microsoft Word merge fields capability. Then you upload the templates to Talent Acquisition. For more information, see Uploading document templates for Talent Acquisition

Note: 

This guide does not describe how to create the document templates. Creating a template requires an understanding of the Microsoft Word merge fields feature and a knowledge of the Lawson Pattern Language (LPL) database structure and field names required to create the template.

  • When recruiters create an offer letter, they must first define the offer components on the Request To Define An Offer form, including an offer template. When the offer has been routed and approved, recruiters can generate the offer letter, which uses the offer template selected on the offer form. The merge fields in the template are replaced with specific offer information pulled from the offer component fields and the requisition fields. For example, the offer letter is likely to contain the candidate name and address, the position name, the amount of the offer, and so on.

    When an offer is extended to a candidate via email (external candidate) or notification (internal candidate), the email or notification received by the candidate includes a link to the offer letter.

    In addition, Talent Acquisition can generate an Legacy Employment Contracts document along with the offer document, by selecting an employment contract template on the offer form. Legacy Employment Contracts templates and their associated document templates are defined in Infor HR Talent. Legacy Employment Contracts document templates are also RTF documents using the Microsoft Word merge fields capability. For information on defining Legacy Employment Contracts, see the Infor HR Talent Setup and Administration Guide.

    If an offer contains both an offer template and an employment contract template, the Create Offer and Contract Document action creates both documents as separate attachments that can then be emailed.

  • If your organization configures the Hiring Manager Process to use automatic email and selects a profile template for this process, a profile document is automatically created and attached to the automatic email sent to the hiring manager when the job application status changes to Hiring Manager Review. The template uses the candidate's profile information to generate a Word document in a resume-like format.

  • Administrators and recruiter administrators can upload document templates that can be used to generate any type of standardized documents your organization might use.

    Administrators, recruiters and recruiter administrators can use the Create Document action at any time during a job application cycle to create a document based on a selected document template (for example, hire paperwork) that will be attached to the candidate's profile. If the candidate is hired, the resource record will keep the attachment.