Before configuring templates, make sure you have:<\/p>\n
\u2022 Company Admin or Recruitment Admin access
\u2022 approved offer and appointment letter content
\u2022 company header and footer details already set up
\u2022 salary, benefits, and employment terms confirmed
\u2022 authorized signatory details available
\u2022 the correct placeholders needed for candidate and employee data<\/p>\n
Review your company documents before you begin. The template editor can pull header and footer content from Company Documents, so those details should be accurate first.<\/p>\n
Offer and appointment templates help your hiring team create consistent documents without rewriting the same information for each candidate.<\/p>\n
Dynamic tokens also fill in details such as candidate name, job title, department, salary, joining date, and reporting manager. Therefore, recruiters can prepare documents faster while reducing manual errors.<\/p>\n
1. Sign in to Synclo<\/strong> 2. Open Recruitment Setup<\/strong> 3. Open Offer & Appointment Templates<\/strong> Two sections are available:<\/p>\n \u2022 Offer Letter Templates Start with the document type you want to configure.<\/p>\n 4. Review the existing offer letter templates<\/strong> The page displays available templates, such as the Standard Offer Letter. Each template may show its type, status, last edited date, and available actions.<\/p>\n 5. Preview an offer letter template<\/strong> The preview shows how the offer letter will appear with sample data. Review employment details, compensation, benefits, conditions, and acceptance sections.<\/p>\n 6. Edit an existing offer template<\/strong> The Offer Letter Template Editor will open with the current content and settings.<\/p>\n 7. Create a new offer template<\/strong> Enter a clear template name and select the template type, such as a printable offer letter.<\/p>\n 8. Configure the offer letter sections<\/strong> These may include:<\/p>\n \u2022 Header Some sections are mandatory, while others can be turned on or off based on your company process.<\/p>\n 9. Update the subject and introduction<\/strong> Use direct language that explains the position, company, and purpose of the letter.<\/p>\n 10. Configure employment details<\/strong> This section may include employment type, work location, reporting manager, start date, and probation period.<\/p>\n 11. Configure compensation details<\/strong> You can include basic salary, allowances, variable pay, currency, and payment frequency.<\/p>\n 12. Add optional sections where needed<\/strong> Keep optional sections off when they are not part of the document.<\/p>\n 13. Use dynamic tokens<\/strong> Available tokens may include:<\/p>\n \u2022 Candidate Name Click a token to insert it into the selected section.<\/p>\n 14. Configure the acceptance section<\/strong> Make sure the candidate has a clear place to confirm acceptance.<\/p>\n 15. Preview the offer letter<\/strong> Check the wording, token placement, section order, and document layout before saving.<\/p>\n 16. Save the offer template<\/strong> Return to the template list and confirm that the new or updated version appears correctly.<\/p>\n 17. Open Appointment Letter Templates<\/strong> The page will display the available appointment letter templates, including any system default template.<\/p>\n 18. Preview an appointment letter<\/strong> Review the subject, appointment details, joining date, department, reporting manager, and signature area.<\/p>\n 19. Edit or create an appointment template<\/strong> 20. Enter the appointment template details<\/strong> Use clear wording that confirms the employee’s designation, department, joining date, and reporting manager.<\/p>\n 21. Add appointment letter tokens<\/strong> Available tokens may include:<\/p>\n \u2022 Employee Name These tokens will be replaced with the correct employee data when the document is created.<\/p>\n 22. Configure the signature block<\/strong> You can also choose whether name and date lines should appear for each signer.<\/p>\n 23. Review the header and footer<\/strong> If those details need changes, update them in the company document settings before generating letters.<\/p>\n 24. Preview the appointment template<\/strong> Check the body text, tokens, signature lines, header, and footer.<\/p>\n 25. Save the appointment template<\/strong> The template will then appear in the Appointment Letter Templates list.<\/p>\n 26. Save the recruitment configuration<\/strong> After configuring offer and appointment templates, you can:<\/p>\n \u2022 create offer letters for selected candidates Review templates whenever compensation terms, company policies, or signatory details change.<\/p>\n","protected":false},"featured_media":0,"template":"","help_category":[89,8],"help_tag":[71,93,127,128,129,130,131,132],"class_list":["post-133","help_article","type-help_article","status-publish","hentry","help_category-setup-recruitment","help_category-recruitment","help_tag-synclo","help_tag-recruitment-setup","help_tag-offer-letter-template","help_tag-appointment-letter-template","help_tag-recruitment-documents","help_tag-dynamic-tokens","help_tag-employment-letter","help_tag-candidate-offer"],"yoast_head":"\n
Sign in with an account that can manage recruitment settings.<\/p>\n
From the left sidebar, expand HireHub<\/strong>. Next, select Recruitment Setup<\/strong>.<\/p>\n
On the Recruitment Configuration page, select Offer & Appointment Templates<\/strong>.<\/p>\n
\u2022 Appointment Letter Templates<\/p>\n
Open the Offer Letter Templates<\/strong> tab.<\/p>\n
Click View<\/strong> on an existing template.<\/p>\n
Click Edit<\/strong> on the required template.<\/p>\n
To create another version, click Create Template<\/strong>.<\/p>\n
Review and update the available sections.<\/p>\n
\u2022 Date and Subject
\u2022 Offer Introduction
\u2022 Employment Details
\u2022 Compensation
\u2022 Benefits
\u2022 Leave Entitlement
\u2022 Conditions and Compliance
\u2022 Acceptance
\u2022 Footer<\/p>\n
Enter the offer subject and opening text.<\/p>\n
Open the Employment Details section and add the terms candidates need to review.<\/p>\n
Open the Compensation section and add salary information.<\/p>\n
Turn on Benefits, Leave Entitlement, Conditions and Compliance, or Footer when they apply to the offer.<\/p>\n
Use the Token Library on the right side of the editor to insert candidate and job details.<\/p>\n
\u2022 Candidate Email
\u2022 Candidate Phone
\u2022 Job Title
\u2022 Department
\u2022 Company Name
\u2022 Employment Type
\u2022 Work Location
\u2022 Reporting Manager
\u2022 Start Date
\u2022 Probation Period
\u2022 Basic Salary
\u2022 Allowances Breakdown
\u2022 Variable Pay
\u2022 Currency
\u2022 Payment Frequency
\u2022 Benefit 1
\u2022 Benefit 2<\/p>\n
Review the acceptance terms, deadline, and signature lines.<\/p>\n
Click Preview<\/strong> after completing the template.<\/p>\n
Click Save<\/strong> to store the template.<\/p>\n
Select the Appointment Letter Templates<\/strong> tab.<\/p>\n
Click Preview<\/strong> on the required template.<\/p>\n
Click Edit<\/strong> to update an existing template. Alternatively, select Create Appointment Template<\/strong> to build a new one.<\/p>\n
Add the template title, subject, and body text.<\/p>\n
Use the Token Library to insert employee and company details.<\/p>\n
\u2022 Employee ID
\u2022 Employee Email
\u2022 Employee Phone
\u2022 Joining Date
\u2022 Designation
\u2022 Department
\u2022 Grade
\u2022 Employment Type
\u2022 Work Location
\u2022 Reporting Manager
\u2022 Company Name
\u2022 Company Address
\u2022 Company Logo
\u2022 Authorized Signatory Name
\u2022 Authorized Signatory Designation<\/p>\n
Set the labels for the company and employee signature areas.<\/p>\n
The appointment letter header and footer may come from Company Documents.<\/p>\n
Review the full letter before saving.<\/p>\n
Click Save Template<\/strong> to store the final version.<\/p>\n
Return to the Offer & Appointment Templates page and click Save Changes<\/strong> if the page requires a final save.<\/p>\nWhat happens next<\/h2>\n
\u2022 reuse approved employment terms
\u2022 fill candidate and employee details through tokens
\u2022 prepare appointment letters after an offer is accepted
\u2022 keep document wording consistent across vacancies
\u2022 reduce manual editing before sending documents<\/p>\n