Tokens in Templates

Letter Management Guide

Version
R2024.1.0
Tokens in Templates

You can choose from a list of tokens to insert into the text editor of the selected template, like job assignment, location, and salary that are replaced by actual details when users create a letter in Letter Management > Distribution or Recruiting.

You can insert a token by first placing the cursor in the area of the text editor where you want to add it. In this example, the user types "Dear" and presses the spacebar to add a single space, placing the cursor where they will add a token for candidate name:

  • Cursor location shown for inserting tokens into editor.
  • You can then select Tokens in the Tokens and Reusable Content drop-down list above the text editor, and select a specific token in the drop-down list next to it:

    Tokens drop-down list showing options that contain the word name.

    The tokens that are listed depend on the category of template you are creating, which is defined in the Template Category drop-down list in the General section of its details:

    • Other Letters: If the template has the Other Letters category, the drop-down list only displays tokens starting with "Employee:". These tokens include values from the employee work assignment, status record, and personal details of their Dayforce employee record.
    • Offer Letters: If the template has the Offer Letters category, the drop-down list only displays tokens starting with "Candidate:". These tokens include values from the job requisition and candidate profile in the Recruiting feature.
    • Recruiting - Candidate Emails: If the template has the Recruiting - Candidate Emails category, the drop-down list only displays tokens starting with "Candidate:". These tokens include values from the job requisition and candidate profile in the Recruiting feature.
    • Recruiting - Interview Requests: If the template has the Recruiting - Interview Requests category, the drop-down list displays tokens starting with "Candidate:" and "Interview:". These tokens include values from the job requisition and candidate profile in Recruiting, as well as from the interview details.

    Tokens only populate a value when the corresponding source value is defined. For example, if the template includes the Common Name token, but a common name isn't recorded in the employee's profile, the token is blank in the letter. When you submit a letter in Letter Management > Distribution or Recruiting, Dayforce generates a warning message to identify any tokens in the template that weren't populated in the letter. The warning gives you a chance to fix the missing data, but you can still submit the letter, if needed.

    Some tokens in the list are also suffixed with "(Editable)," which means that users need to define the value that will be populated when they create the letter in Letter Management > Distribution or Recruiting.

    When you select a token and click Insert, Dayforce adds it where the cursor is placed in the text editor. Tokens have a standard format, like {{CAND_FIRST_NAME}}:

    Example of token format in text editor.

    The token in this example will be replaced by the candidate's name when you send the letter in Recruiting.

    After a token is added, you can cut and or copy and paste it anywhere in the text editor, including the Subject field, so long as you don't change any part of the token text or brackets. For example, deleting the underscore between "CAND" and "FIRST" in the token {{CAND_FIRST_NAME}} or removing brackets will cause it not to populate the candidate's name when the template is used to create a letter.

    See also: