/hr/templates
📷 Screenshot: Template Centre with the category stat cards, the filter tabs, the search box and the template grid — to be added.
Hitaji 360 is multi-business: templates belong to the business that is currently selected in the switcher at the top of the app. Switch business and you’ll see that business’s own templates, not another’s. Make sure the right business is selected before you create or edit anything here.
What you see on the page
The Template Centre pulls together templates from across the HR module and lays them out as cards. From top to bottom:- Category stat cards — one tile per template type, each showing how many templates of that type you currently have. Clicking a tile filters the grid to that type.
- Filter tabs —
All Templatesplus a tab per category, with a count next to each. Switching tabs narrows the grid. - Search box — type to filter the visible cards by title, description or category name.
- The template grid — one card per saved template. Each card shows the template’s title, a short description (where the template type has one), an item count (for example the number of activities or terms), and badges for Default and Inactive where they apply.
- “How templates work” — a short three-step explainer (create a template → apply it to employees → track progress) shown on the All Templates view once you have at least one template.
Creating a new template
The New Template button (top right) opens a menu listing every template type. Pick one and you’re taken straight to that type’s “new” form. The same menu choices, and their create routes, are listed per type below.The template types
The Template Centre covers four template types. For each one, here is what it is for and the route its cards link to.
A few details worth knowing:
- Onboarding cards show their activities count and can carry a Default badge (the template applied automatically when none is chosen) and an Inactive badge.
- Job Openings cards show an “opening config” count and are always treated as active.
- Offer Terms cards show their terms count and are always treated as active.
- Separation cards show their activities count and an Inactive badge where it applies. Separation templates cannot be deleted from this hub — the delete action is only offered for onboarding, job-opening and offer-term cards. Manage separation templates from the Separation area itself.
Each template type also has its own dedicated list page (for example/hr/onboarding/templates,/hr/separations/templates). The Template Centre is the cross-cutting view over all of them; you don’t have to use it, but it’s the quickest way to see and reach everything in one place.
Employment contract templates are not in the Template Centre. They’re a separate, CRM-Agreements-backed system reached from HR settings → Manage templates, not from this hub. See Employment contract templates.
Permissions
Opening the Template Centre requires thehr-employees:read permission. The page reads templates from the onboarding, recruitment and separation areas, so what you can ultimately create or delete in each destination is governed by that area’s own permissions.
Related
- Onboarding templates — build and edit reusable onboarding checklists
- Separation templates — build and edit reusable exit-process checklists
- Opening templates — pre-configured job-opening details
- Offer term templates — reusable offer terms and conditions
- Appraisal templates — performance-appraisal templates (managed in the Performance area, not in the Template Centre)