Creating employment contracts has always been complicated and let’s be honest, a big waste of time. What if you could create templates to use for all your employees? We'll explain you how to do it here 😎
In Preferences, turn-on the work contracts creation option :
1) Fill in your variables by location (optional)
If you have multiple locations or if you want to fill in information specific to your location, you can configure them individually.
Go to Document templates:
Select "Variables by location"
Click on "Manage variables" for the location you want to fill in
Indicate the civility, surname, first name and capacity of the person at the head of the location; the name and registration number of URSSAF, the name of the occupational medicine, pension fund, provident fund and Health Insurance.
Save.
2) Customize your document with Combo variables
You can copy and paste our variables directly into your word processing software (Pages, Word, Libre Office, Open Office...).
Open your document on your text editor and format it as you wish (font, size, color, add images...)
On Combo, select "Global Variables" and click on the variable to copy it
Then paste the variable into your document (to go faster, you can use the keyboard shortcut
Ctrl + V
on PC orcommand + V
on Mac)
Note: In the case of as amendment you can select the date variables corresponding to the beginning and end of it:
Once your document is complete and variables are added, you'll be able to import it directly to Combo! 🎉
3) Import your document to Combo
Go to Document templates :
Click on "Add a template"
Name your document
Choose your document to import
Save
Note: The document format must be .docx 👉 When you save your document, you can export it to the correct format
4) How do I edit an already existing template
To modify a template that has already been created, you’ll need to properly re-download it to make all the changes before importing it again.
Go to your Template List:
Download the document for editing
Edit the document in your text editor
Select "Edit" on the document you want to change and import the new document
Save
5) Generate the document in the employee profile
Go to the employee profile:
Click on "Create a document"
Choose the document template to generate and the relevant contract or amendment
Click on "Generate the document"
That's it! The variables will be automatically replaced with the employee's informations!