Document generation - How to prepare the file for the document template

Introduction

To generate a document from a template, you must create a document template in Poplee Core HR. Before that, you need to prepare the template in your favorite text editing software. 

The document must be a MS Office (.docx/.dotx) or an OpenOffice (.odt/.ott) file.

You will include in the file different references to information about employees that are stored in Lucca (mostly from the HR files). These references are wrapped in double curly brackets, e.g. {{firstname}}. 

You can use 4 different types of information : 

• Information from the hr file : {{firstName}, {{lastName}}, {{email}}, …
• Custom information, that will be filled manually in for each generation {{custom_
comments}}.

HR file information

You can include different employee information in a document template : 
• His work contracts information,
• All simple value data from the HR file (multi value and files are not supported for now),

Employee information

Data name Tag to include in the file Output example
First name {{firstName}} Valentin
Last name {{lastName}} Bresnier
Civil title {{civilTitle}} Mister
Contract start date {{dtContractStart}} 12/17/2013
Contract end date {{dtContractEnd}} 12/12/2021

Social-professional-category

{{csp}} Engineer
Address {{address}} 123 Main Street, New York, NY 10030
SWIFT {{bic}} BOUSFRPPXXX

IBAN

{{iban}} FR7640618802760004015133137

Bank name

{{bankName}} BNP
Personal e-mail {{personalEmail}} perso-16@example.org

Professional e-mail

{{mail}} vbresnier@example.org

Seniority date

{{seniorityDate}} 04/17/2013

Date de naissance

{{birthDate}} 07/20/1977

Department

{{department}} Consulting

Job title

{{jobTitle}} Engineering manager

Manager (Last & first name)

{{manager}} Marie Bragoulet

Employee number

{{employeeNumber}} 3015

Nationality

{{nationality}} France

Social security number

{{insuranceNumber}} 189053706302035

Personal mobile number

{{personalMobile}} 06 23 90 12 67

Professional mobile number

{{professionalMobile}} 06 23 69 87 41

These information are the most commonly used. The complete list can be find in the Data management module : 

mceclip0.png

 

Custom information

Custom information are used for information that depends on each employee but which are not stored in Lucca. These information will be provided manually with a simple text area for each generation.

Custom information are formatted the following way : {{custom_information title}}

Example : {{custom_additional comments}}

Please note that you might leave them blank to generate a document. 

 

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