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Document templates

/settings/document-templates

Document templates are reusable rich-text templates used to generate employee-facing communications when a change request is approved — offer letters, salary adjustment letters, department-move notices, termination letters, etc.

The list​

Per row: template name, change type, enabled status. Actions: Create, Edit, Enable / Disable. Click a row for detail / preview.

Editor​

/settings/document-templates/new (and /[id]/edit) opens the editor:

  • Name — template label
  • Subject line — for email distribution
  • Body — rich-text content with a merge field picker
  • Sample employee selector — pick a real employee for the live preview to render with their actual data

Merge fields​

The picker exposes a fixed set of safe merge fields:

  • {{employee_name}}
  • {{effective_date}}
  • {{old_value}}, {{new_value}} — for the field being changed
  • {{manager_name}}, {{department_name}}, etc.

Picking a field inserts the placeholder. The live preview renders against the sample employee, so you can see the rendered text before saving.

Activation​

A disabled template is preserved but won't be picked when generating communications. Multiple templates per change type are allowed — typically one per language or per client account.