How to add Custom Attribute in Offer letter templates in Keka HIRE?

Keka provides you with an option to add custom attributes in the offer letter templates. An attribute is a characteristic of a number or name which can be used while editing or creating an offer letter template so that manual writing of the characteristics and names etc., will not be needed. As there are a few attributes that are system default but in case admins want to add more attributes for the offer letters, it can be easily added. 

Below is the path to add custom attributes in the offer letter templates-

Navigate to the Org (1) section of the Keka Portal, select Onboarding (2), then proceed to Settings (3), and finally access the Offer Templates (4). 

Then click on +Add Template (5).

To complete this process, you will follow three steps. Begin with the first step, labeled Setup (1), where you will enter the name of the offer letter template, provide a description, and outline the approval chain. After filling in these details, click on the Continue button to proceed.

In the Compose section (2), you can create the offer letter template using either the web editor or by uploading a Microsoft Word file. Once you have your content ready, find the Custom Attribute (1) option and click on it. Then, select the +Add/Manage Custom Field (2) button to proceed.

Now provide the necessary information, including the Field Name and Field Type (1). If you wish to include additional fields, simply click on +Add Field (2). Once you have entered all the required details, click on Save & Close (3) to finalize your changes.

Once you click on Save & Close, the created custom attribute will reflect on the section of custom attribute (1). You can also edit or create a new one by clicking Manage Custom Attribute. Then click on Continue (2) and complete the 3rd step. 

This is how you can add a custom attribute.