What templates allow you to do:
Automate the creation of recurring HR documents.
Automatically insert information about your company and your employees using dynamic variables.
Save time and avoid data-entry errors.
How to activate and configure the feature
1️⃣ Check that it is enabled
Go to Configuration > Preferences in Combo.
Make sure the option “Create and generate document templates” is turned on.
2️⃣ Fill in establishment‐specific variables
Go to Configuration > Document templates > Variables by establishment.
Click Manage variables.
Enter the required information:
Title (e.g. Mr./Ms), first and last name of the director
Position / role title
URSSAF (social security in France)
Occupational health service
Retirement, provident fund and health insurance institutions
How to customise your document using variables
Open your document in your editor (Word, Pages, etc.).
In Combo, click Use variables.
Copy the desired variable (Ctrl+C on PC / Cmd+C on Mac).
Paste it in the location you want in your document (Ctrl+V / Cmd+V).
Repeat for each field you need.
💡 Logo variables only appear if they have been added in the configuration.
How to import a template into Combo
Go to Configuration > Document Templates.
Click Add Template.
Give your template a clear name.
Upload the file in
.docx
format.Click Save.
How to modify an existing template
Go to Configuration > Document Templates.
Download the document you wish to edit.
Open and edit it using your editor.
In Combo, click … > Edit.
Upload the updated version.
💡 Once modified, the template is available immediately from the employee’s profile.