Placeholders for the automatic generation of contracts and documents

Description

You will learn how to extend your contracts with placeholders / variables so that documents are automatically generated in aiFind.

Step by step

• Insert the placeholders into your contracts and documents using your word processing software.

• Open the menu in aiFind in the top-left corner.

• Navigate to Settings and select “Templates”.

• First, select the document type in the dropdown and then upload the prepared file.

General placeholders

• amendments

  • {{amendments}}

  • Project-related special agreements

• candidateAddress

  • {{candidateAddress}}

  • Candidate address

• candidateAmendments

  • {{candidateAmendments}}

  • Special agreements on the candidate side

• candidateInvoiceCycle

  • {{candidateInvoiceCycle}}

  • Candidate billing cycle

• candidateName

  • {{candidateName}}

  • Candidate name

• candidateOvertime

  • {{candidateOvertime}}

  • Contractually regulated overtime on the candidate side

• candidatePaymentTerm

  • {{candidatePaymentTerm}}

  • Candidate payment terms

• candidateProjectSpecifications

  • {{candidateProjectSpecifications}}

  • Definition of the project scope on the candidate side

• code

  • {{code}}

  • Sequential deal number (e.g. AI000000001)

• companyAddress

  • {{companyAddress}}

  • Customer address

• companyInvoiceCycle

  • {{companyInvoiceCycle}}

  • Customer billing cycle

• companyName

  • {{companyName}}

  • Customer name

• companyOvertime

  • {{companyOvertime}}

  • Contractually regulated overtime on the customer side

• companyPaymentTerm

  • {{companyPaymentTerm}}

  • Customer payment terms

• createdAt

  • {{createdAt}}

  • Deal creation date

• discount

  • {{discount}}

  • Granted cash discount

• ends

  • {{ends}}

  • End of the project

• frameworkStart

  • {{frameworkStart}}

  • Framework contract start date

• invoiceSending

  • {{invoiceSending}}

  • Invoice delivery method (email, post)

• jobTitle

  • {{jobTitle}}

  • Job title name

• managerAddress

  • {{managerAddress}}

  • Manager billing address

• managerName

  • {{managerName}}

  • Manager name

• managerPrimaryEmail

  • {{managerPrimaryEmail}}

  • Manager primary email address

• candidateRate

  • {{candidateRate}}

  • Pay rate

• companyRate

  • {{companyRate}}

  • Charge rate

• type

  • {{type}}

  • Free-text field describing how the service is provided (e.g. remote, on-site)

• category

  • {{category}}

  • Rate category (Hourly, Daily, Weekly)

• noticePeriod

  • {{noticePeriod}}

  • Notice period

• placeOfWork

  • {{placeOfWork}}

  • Location where the service is performed

• projectName

  • {{projectName}}

  • Project name

• projectSpecifications

  • {{projectSpecifications}}

  • Definition of the project scope

• registrationNumber

  • {{registrationNumber}}

  • Commercial register number

• salary

  • {{salary}}

  • Pay rate

• salaryPercentage

  • {{salaryPercentage}}

  • Relative placement commission

• starts

  • {{starts}}

  • Start of the job or project

• subcontractorName

  • {{subcontractorName}}

  • Company name if the candidate is self-employed

• taxNumber

  • {{taxNumber}}

  • Customer tax number

• today

  • {{today}}

  • Today’s date

• weeklyWorkload

  • {{weeklyWorkload}}

  • Estimated weekly workload

Background information

Example: replacing project-specific content with placeholders

• Without placeholders

  • Consulting contract regarding the assignment as site manager within the project New Development Musterhausen

• With placeholders

  • Consulting contract regarding the assignment as {{jobTitle}} within the project {{projectName}}

Formatting rates in contracts

• {{#salaryRates}}{{candidateRate}}€ {{type}} ({{category}}), {{/salaryRates}}