New Document Merge Fields

  • A merge field for 'Website' has been added to the 'Candidate Interview Confirmation Email' template. Please ask your Erecruit Representative to add this in to the your existing template if required.
  • The 'New Client Visit' letter has been updated to include the Job Title and the Contact's Country as merge fields. Note: Please contact your Erecruit Representative to update the NewClientVisit template on your Adapt System to take advantage of this. 
  • The signature merge fields have been removed from the 'Invoice Email' templates. Note: Please contact your Erecruit Representative to update the 'Temp Invoice Email', 'Contract Invoice Email' and 'Perm Invoice Email' templates to take advantage of this. 
  • The 'Send Access Request' workflow template now includes the Salutation field rather than full name. Note:  Please contact your Erecruit Representative to update the 'GDPR Subject Access Request' template to take advantage of this. 

Special Conditions/Clauses

A merge field for Special Conditions/Clauses is available for the UK Standard Contract 1 and 2 templates. 

A new 'free text' notes field called Special Conditions/Clauses is now available on the:

  1. Client Record Summary Page:

2. Contract Assignment Details Page:

Use Edit to add text to the section relating to any special conditions or clauses associated with the Client or the particular Assignment.

The Special Conditions/Clauses notes section is available as a 'merge' field in the UK Standard Contract 1 and 2 templates. It is labelled 'Special Conditions/Clauses' and located under the 'Redisbursements' field.

Please ask your Erecruit Representative to add this in to the your existing template if required.

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