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}}