> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hitaji360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Template Centre

> The Template Centre is a single hub that gathers every reusable HR template in one place.

The Template Centre is a single hub that gathers every reusable HR template in one place. Instead of hunting around the onboarding, recruitment and separation areas to find where each kind of template lives, you open one page, see all your saved templates side by side, and jump straight to the one you want to edit — or create a new one. Templates save you from rebuilding the same checklist, job-opening details or set of offer terms every time; you define them once and reuse them whenever you onboard, hire or exit someone.

This page explains what the Template Centre shows, the template types it covers, and where each one takes you.

**You'll find this at:** `/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 Templates` plus 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.

**Clicking a card opens that template for editing** at its own route. The trash icon that appears when you hover a card deletes the template (onboarding, job-opening and offer-term cards only — see the note under each type below). Deleting a template does **not** affect records already created from it.

### 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.

| Template type    | What it's for                                                                                                                      | List/edit route                             | Create route                               |
| ---------------- | ---------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------- | ------------------------------------------ |
| **Onboarding**   | Checklist templates for bringing a new employee on board — activities, role assignments and day-based scheduling.                  | `/hr/onboarding/templates/{id}`             | `/hr/onboarding/templates/new`             |
| **Job Openings** | Pre-configured job-opening details (designation, employment type, salary range, description) so you can publish a vacancy quickly. | `/hr/recruitment/opening-templates/{id}`    | `/hr/recruitment/opening-templates/new`    |
| **Offer Terms**  | Reusable sets of offer terms and conditions (salary, benefits, probation, leave policy) that auto-populate into a job offer.       | `/hr/recruitment/offer-term-templates/{id}` | `/hr/recruitment/offer-term-templates/new` |
| **Separation**   | Exit-process checklists for employee separation — return of assets, exit interviews, handover activities.                          | `/hr/separations/templates/{id}`            | `/hr/separations/templates/new`            |

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](/hr/user/settings/hr-settings#employment-contracts) → **Manage templates**, not from this hub. See [Employment contract templates](/hr/user/employees/employment-contract-templates).

***

## Permissions

Opening the Template Centre requires the **`hr-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](/hr/user/lifecycle/onboarding-templates) — build and edit reusable onboarding checklists
* [Separation templates](/hr/user/lifecycle/separation-templates) — build and edit reusable exit-process checklists
* [Opening templates](/hr/user/recruitment/opening-templates) — pre-configured job-opening details
* [Offer term templates](/hr/user/recruitment/offer-term-templates) — reusable offer terms and conditions
* [Appraisal templates](/hr/user/performance/appraisal-templates) — performance-appraisal templates (managed in the Performance area, **not** in the Template Centre)