"Text Templates" Scenario
Path: Administration / Text Templates
The functionality of text templates allows for the configuration of texts with static and dynamic values, which can later be used to generate and print HR orders. Each document or operation that can use text templates corresponds to a specific template type. To modify or add text templates, you need to select the template type. Fill in the Code and Description fields. In the Text Template field, enter the text that will appear in the document. You can fill it with text that will be the same for everyone, or add variable values.
Setup of Text Templates for Labor Contract Operations
The following variable values are used to create text templates for labor contracts:
| Field | Description |
|---|---|
| %AccPersonName% | Employee's full name in the accusative case |
| %2DatPersonName% | Employee's full name in the dative case |
| %GenPersonName% | Employee's full name in the genitive case |
| %LC_StartDate% | Start date in the "15 June 2018" format |
| %LC_TrialMounthQty% | Number of months of the probation period in the format based on the last digit: "1 month", "2 months", "5 months" |
| %DismissalDescr% | Description of the code from the "Reason for dismissal" field |
| %DismissalArt% | Article of dismissal |
| %AccJobName% | Employee's job title in the accusative case |
| %DatJobName% | Employee's job title in the dative case |
| %AccOrgUName% | Name of the organizational unit in the accusative case |
| %PrevAccJobName% | Previous job title in the accusative case (if applicable) |
| %PrevAccOrgUName% | Previous organizational unit name in the accusative case (if applicable) |
| %BaseSalary% | Salary amount in the format "10,000.00 (ten thousand hryvnias, 00 kopecks) UAH" |
| %RateQty% | Rate amount |
| %CalendarDescr% | Description from the payroll calendar card for the position |
| %DatJobName% | |
| %DatOrgUName% | |
| %GenJobName% | |
| %GenOrgUName% | |
| %PrevDatJobName% | |
| %PrevDatOrgUName% | |
| %PrevGenJobName% | |
| %PrevGenOrgUName% |
Setup of Text Templates for Name Change Orders
The following variable text templates are used to create an order for changing an employee's name:
| Field | Description |
|---|---|
| %AccPersonName% | Value of Last Name + First Name + Middle Name from the HR Name Declination table with filters: Type=Person, Code=Person No., Case=Accusative |
| %2DatPersonName% | Value of Last Name + First Name + Middle Name from the HR Name Declination table with filters: Type=Person, Code=Person No., Case=Dative |
| %AccJobName% | Value of Name from the HR Name Declination table with filters: Type=Job Title, Code=Job Title Code for Employee No., Case=Accusative |
| %DatJobName% | Value of Name from the HR Name Declination table with filters: Type=Job Title, Code=Job Title Code for Employee No., Case=Dative |
| %AccOrgUName% | Value of Name from the HR Name Declination table with filters: Type=Org. Unit, Code=Org Unit Code for Employee No., Case=Accusative |
| %NewLastName% | Value of New Last Name from the field on the request page |
| % StartDate % | Start date |
| % DatOrgUName % | |
| % GenJobName % | |
| % GenOrgUName % | |
| % GenPersonName % |
Setup of Text Templates for Absence Orders
The following variable text templates are used to create orders for absence, business trips, and vacations:
| Field | Description |
|---|---|
| %AccPersonName% | Value of Last Name + First Name + Middle Name from the HR Name Declination table with filters: Type=Person, Code=Person No., Case=Accusative |
| %2DatPersonName% | Value of Last Name + First Name + Middle Name from the HR Name Declination table with filters: Type=Person, Code=Person No., Case=Dative |
| %AccJobName% | Value of Name from the HR Name Declination table with filters: Type=Job Title, Code=Job Title Code for Employee No., Case=Accusative |
| %DatJobName% | Value of Name from the HR Name Declination table with filters: Type=Job Title, Code=Job Title Code for Employee No., Case=Dative |
| %AccOrgUName% | Value of Name from the HR Name Declination table with filters: Type=Org. Unit, Code=Org Unit Code for Employee No., Case=Accusative |
| %DescrCalDays% | Number of Absence Header.Calendar Days formatted according to the last digit: “1 calendar day,” “2 calendar days,” “5 calendar days” |
| %DescrWorkDays% | Number of Absence Header.Working Days (add to the page and check the input) formatted according to the last digit: “1 working day,” “2 working days,” “5 working days” |
| %StartEndDates% | Absence Header.Start Date .. Absence Header.End Date formatted as: “from 02 April 2018 to 09 April 2018” If the dates are equal, it will be: “- 11 March 2018” |
| %StartDate% | Absence Header.Start Date in the format “25 July 2018” |
| %TravelDestination% | Absence Header.Travel Destination |
| %TravelPurpose% | Absence Header. Travel Purpose |
| %ReasonDocument% | Absence Header.Reason Document |
| %VacAccrPeriod% | From first Absence Line.Accrual Etry No, Start Date..End Date in the format "from 01.02.2017 to 31.01.2018" |
| %AdjHROrderNo% | HR Order No. for Adjusted Document No. |
| %AdjHROrderDate% | HR Order Date for Adjusted Document No., in the format "29 April 2019" |
| %AccrStartDate% | Start Date in the format "01 February 2017" |
| %AccrHROrderNo% | HR Order No. |
| %AccrHROrderDate% | HR Order Date in the format "01.02.2019" |
| %DailyAllowAmt% | Absence Header.Daily Allowance Amount |
| %AccPersonNameInit% | Value of Last Name from the HR Name Declination table with filters: Type=Person, Code=Labor Contract Line.Person No., Case=Accusative + Person.Initials |
| %DatJobName% | |
| %DatOrgUName% | |
| %GenJobName% | |
| %GenOrgUName% | |
| %GenPersonName% | |
| %TravelReasonDoc% | Absence Header.Travel Reason Document |
| %ReasonDoc% | A documentary basis that justifies the reason for the employee's absence |
Setup of Text Templates for Employee Journal
For creating orders in the employee journal, the following text template variables are used:
| Field | Description |
|---|---|
| %AccPersonName% | Last Name + First Name + Middle Name from the HR Name Declination table with filters: Type=Person, Code=Person No., Case=Accusative |
| %2DatPersonName% | Last Name + First Name + Middle Name from the HR Name Declination table with filters: Type=Person, Code=Person No., Case=Dative |
| %AccJobName% | Name from the HR Name Declination table with filters: Type=Job Title, Code=Job Title Code for Employee No., Case=Accusative |
| %AccOrgUName% | Name from the HR Name Declination table with filters: Type=Org. Unit, Code=Org Unit Code for Employee No., Case=Accusative |
| %DescrAmount% | Amount in the format: "15,000 UAH (fifteen thousand hryvnias, 00 kopecks)" |
| %EmployeeNo.% | Employee No. |
| %FullName% | Full Name |
| %Amount% | Amount |
| %DatJobName% | |
| %DatOrgUName% | |
| %GenJobName% | |
| %GenOrgUName% | |
| %GenPersonName% | |
| %Qty% | |
| %MonthStartDate% | Name of the month of the start date in the format – "October" |
| %MonthQty% | Number of months between the start and end dates |
| %CompName% | CompanyInformation.Name |
Text template setup for Staff List text template:
| Field | Description |
|---|---|
| OrderNo | Order Header.HR Order No. |
| Address | CompanyInformation.Address |
| Picture | CompanyInformation.Picture |
| OrderDate | <Day, 2 > . <Month, 2 > . <Year4>') + '' + TextYear |
| StartDate | Staff List Order Header.Starting Date FORMAT("Starting Date",0, <Day, 2 > . <Month, 2 > . <Year4>') |
| DirName | EmployeeDir."Last Name" + '' + EmployeeDir.Initials |
| DirJobT | EmployeeDir."Job Title" |
| CompCity | Text21094000 + '' + CompanyInformation.City |
| OrderText | |
| BasisText | |
| HRDirName | EmployeeHR."Last Name" + '' + EmployeeHR.Initials |
| HRDirJobT | EmployeeHR."Job Title" |
| AccName | Staff List Order Header.Chief Accountant No. Employee."LastName" + '' + Employee.Initials |
| AccJobT | Staff List Order Header. Chief Accountant No. Employee."Job Title" |
| Repeater (Staff List Order Line with Action=Rename and Type=Org.Unit) | Organizational Unit %1 %2 to organizational unit %3 %4, where %1 is Org.Unit.Level (if greater than 0) as "Level 1", %2 is Org.Unit.Name, %3 is New Name Department Code.Level (if greater than 0) as "Level 1", %4 is New Name Department Code.Name |
| Repeater (Staff List Order Line with Action=Approve and Type=Org.Unit) | Create organizational unit %1 %2, where %1 is Org.Unit.Level (if greater than 0) as "Level 1", %2 is Org.Unit.Name |
| Repeater (Staff List Order Line with Action=Close and Type=Org.Unit) | Dissolve organizational unit %1 %2, where %1 is Org.Unit.Level (if greater than 0) as "Level 1", %2 is Org.Unit.Name |
Text template setup for Other HR Order:
| Field | Description |
|---|---|
| %2DatPersonName% | Last Name + First Name + Middle Name from the HR Name Declination table with filters: Type=Person, Code=Person No., Case=Dative |
| %DatJobName% | Name from the HR Name Declination table with filters: Type=Job Title, Code=Job Title Code for Employee No., Case=Dative |
| %GenOrgUName% | Name from the HR Name Declination table with filters: Type=Org. Unit, Code=Org Unit Code for Employee No., Case=Genitive |
| %StartDate% | Event date from the Other HR Order |
| %OrderNo% | HR Order Number from the Other HR Order |
| %HROrderDate% | HR Order Date from the Other HR Order |
| %Description% | Attribute name from the Other HR Order |