Placeholder to get automatic contracts and documents
Description
You will learn how to add placeholders / variables to your contracts so that they are generated automatically in aiFind.
Step by step
- Place the placeholders in your contracts and documents using your word processing program.
- In aiFind, open the menu at the top left.
- Navigate to the Settings section and select “Templates”.
- First select the document type in the selection window and then upload the prepared file.
Placeholders
| Placeholder | Field name in aiFind | Description |
|---|---|---|
| {{amendments}} | Project Amendments | Project-related special agreements |
| {{candidateAddress}} | Candidate address | Candidate address |
| {{candidateAmendments}} | Candidate amendments | Special agreements on candidate side |
| {{candidateInvoiceCycle}} | Invoice cycle | Candidate billing cycle |
| {{candidateName}} | Candidate name | Candidate name |
| {{candidateOvertime}} | Overtime | Contractual overtime on candidate side |
| {{candidatePaymentTerm}} | Payment terms | Payment term of the candidate |
| {{candidateProjectSpecifications}} | Project specifications | Definition of the project scope on the candidate side |
| {{code}} | - | Sequence number of the deal (e.g. AI0000001) |
| {{companyAddress}} | Company address | Address of customer |
| {{companyInvoiceCycle}} | Invoice cycle | Billing cycle of customer |
| {{companyName}} | Company name | Name of customer |
| {{companyOvertime}} | Overtime | Contractually regulated overtime on customer side |
| {{companyPaymentTerm}} | Payment terms | Customer payment term |
| {{createdAt}} | Deal creation date | |
| {{discount}} | discount | clearing a discount |
| {{ends}} | End | End of project |
| {{frameworkStart}} | Framework contract date | Start date of framework contract |
| {{invoiceSending}} | Invoice sending | Invoice sending type (mail, post) |
| {{jobTitle}} | Job title | Job title name |
| {{managerAddress}} | - | Billing address of the manager composed of the |
| {{managerName}} | manager name | name of the manager |
| {{managerPrimaryEmail}} | Manager primary email | Manager’s primary email address |
| {{#salaryRates}} + {{/salaryRates}} | - | In order to display all rates in the contract, both placeholders act as brackets. An example is attached below. |
| {{candidateRate}} | Candidate Rate | Pay rate |
| {{companyRate}} | Company Rate | Charge rate |
| {{type}} | Type | Free text field to specify how the service will be provided: Remote, on-site, etc. |
| {{category}} | Category | Rate category: Hourly, Daily, Weekly |
| {{noticePeriod}} | Notice period | Notice period |
| {{placeOfWork}} | Place of work | Location where the service is performed |
| {{projectName}} | Project name | Project name |
| {{projectSpecifications}} | Project specifications | Project scope definition |
| {{registrationNumber}} | Registration number | Commercial register number |
| {{salary}} | Salary | Pay rate |
| {{salaryPercentage}} | Salary percentage | Relative agency commission |
| {{starts}} | Start | Start of job or project |
| {{subcontractorName}} | Subcontractor name | Company name if the candidate is self-employed |
| {{taxNumber}} | Tax Number | Customer’s tax number |
| {{today}} | - | Date from today |
| {{weeklyWorkload}} | Weekly workload | Estimated weekly working time |
Background information
-
Example of how to replace project-specific content with placeholders
- Without placeholder: Consulting contract concerning the assignment as site manager within the project New housing estate Musterhausen
- With placeholder: Consulting contract concerning the assignment as {{jobTitle}} within the project {{projectName}}
-
Notation of how rates are incorporated into contracts:
- {{#salaryRates}}{{candidateRate}}€ {{type}} ({{category}}), {{/salaryRates}}