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 |
| Theoretical annual remuneration (from Pagga Remuneration) | {{theoreticalRemuneration.amount}} | £46 281 |
| Legal unit name | {{establishment.legalUnitName}} | Lucca FR |
| Legal unit identification number | {{establishment.legalUnitIdentificationNumber}} | 362 521 879 |
| Legal Unit Activity Code | {{establishment.legalUnitActivityCode}} | 29.10Z |
| Establishment name | {{establishment.name}} | Lucca Paris |
| Establishment identification number | {{establishment.IdentificationNumber}} | 123 568 941 00056 |
| Establishment activity Code | {{establishment.ActivityCode}} | 29.10Z |
| Establishment address | {{establishment.addressStreet}} | 25 boulevard des capucines |
| Establishment zip code | {{establishment.addressZipCode}} | 75009 |
| Establishment city | {{establishment.addressCity}} | Paris |
These information are the most commonly used. The complete list can be find in the Data management module :
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}}