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An offer term template is a reusable set of terms — annual leave, probation period, notice period, working hours, and so on — that you can drop into a job offer instead of typing the same lines every time. Define your standard package once, then load it into each offer and tailor only the lines that differ. It keeps your offers consistent and saves the person building an offer from rebuilding the boilerplate. This page covers creating, editing, and managing offer term templates. You’ll find this at: /hr/recruitment/offer-term-templates (list), /hr/recruitment/offer-term-templates/new and /:id (editor)
📷 Screenshot: Offer Term Templates grid — to be added.

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Before you start

  • Which business am I in? Templates are scoped to the business selected in the switcher.
  • Managing templates is a configuration task. Creating, editing, and deleting templates needs hr-recruitment:config.
  • These templates live alongside your other HR templates — the breadcrumb threads them under the Template Centre.

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What a template holds

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Creating a template

From the templates list, choose New Template to open the editor.
📷 Screenshot: Offer Term Template editor with the live preview — to be added.
  1. Give the template a title (required).
  2. Add term lines — each has a term name and a value. Use Add term for more, and drag the handle to reorder lines (the order is how they’ll appear on the offer).
  3. A live preview on the right shows the terms as they’ll read in the offer letter.
  4. Create Template.
Every line needs a term name before you can save; the value is optional.

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Editing & deleting

Click any template card to open it in the editor, change the title or lines, and Save Changes. The editor also has a Delete button (with confirmation), and you can delete from the list via the trash icon on a card.
Deleting a template never touches existing offers. Applying a template to an offer copies its lines onto that offer, so editing or deleting the template afterwards leaves already-built offers exactly as they were.

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How templates feed an offer

When you build a job offer, step 3 (“Key terms”) has a “Start from a template” dropdown listing your templates. Pick one and its lines are copied into the offer’s term editor, where you can then add, remove, or reword any line for that specific candidate.

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Permissions