The Templates Tab

Field for defining the template name when you assign it to a letter.

Field for adding a description of the template.

Enter the dates the template is available in Letter Management > Distribution or Recruiting.

Select a letter category from the list of predefined categories. The category that you assign defines where the template is available to use for sending letters, as follows:

• Other Letters: The template is only available for creating employee letters in Letter Management > Distribution.
• Bulk Letters: The template is only available for creating employee letters in Letter Management > Distribution.
• Recruiting - Candidate Emails: The template is only available when sending emails to candidates in the Recruiting feature.
• Recruiting - Interview Requests: The template is only available when sending interview requests using the interview scheduling functionality in Recruiting.
• Offer Letters: The template is only available for creating candidate offer letters in the Recruiting feature.

Specify one or more roles to limit which users can send letters using the template in Letter Management > Distribution or Recruiting.

If you don't select any roles, all roles have access to the template by default.

Before You Begin: This checkbox is only displayed if your role is assigned the Include E-Signature in Letter role feature under Letter Management > Template Designer in the Features tab of System Admin > Roles. Also, it’s displayed only for templates that have the Other Letters category. The e-signature step is available for offer letters; however, it’s enabled in Recruiting instead of in the template properties. See Configure E-Signatures for Letter Management Recruitment Offers.

Select this checkbox to include an e-signature step in employee letters sent from Letter Management > Distribution. When this functionality is configured, and employees click Accept in the letter, Dayforce loads the DocuSign page for providing an e-signature. Configuration is required. For more information, see the following:

• Configure E-Signature for Employee Letters
• Employee E-Signature

Select this checkbox to include the associated job description as a downloadable PDF attachment with the letter. See Include Job Descriptions. This checkbox isn't displayed for templates that have the Recruiting - Interview Requests category.

Important: This checkbox is only displayed if your role is assigned the Terminated Employee Letter role feature under Letter Management > Template Designer in the Features tab of System Admin > Roles.

Select this checkbox to send the letter to terminated employees. This checkbox is only displayed for templates with the Other Letters category.

Select the culture/language that will be used for notification emails and for any date or number tokens included in the template. See Letter Notification Language.

Note: This drop-down list isn't displayed for templates with the Recruiting - Candidate Emails category.

Select the type of content to insert into the text editor. In the drop-down list to the right, you can search for the content in the selected category and click Insert to add it to the text editor. For more information, see the following topics:

• Tokens in Templates
• Reusable Content in Templates

Select the logo to include in the template. The list of logos available is defined in the Image Management tab of Letter Management > Branding Management. You can't attach your own image files (such as those from your desktop) directly to the text editor.

When you select a logo, it isn't added to the text editor of the template, however, it is displayed when users create a letter in Letter Management > Distribution or Recruiting.

Enter the subject line of the letter email notification that is sent to the employee or candidate. This field accepts a maximum of 250 characters and doesn't support the use of reusable content.