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Overview

Offer Letter Simplification helps you reduce the number of offer letter templates you maintain by using reusable clauses.

Instead of creating separate templates for every variation (such as ESOPs, joining bonuses, retention bonuses, or special employment terms), you can create clauses once and add them to templates whenever needed.

The same clauses can also be used in appointment letter templates, helping maintain consistency across employee documents.

Create a Clause

1. Go to ORG > Documents > Clause > + NewClause
2. Enter a Name, Description, and Clause Content.
3. Add placeholders if required.
4. Save the clause.

Add Clauses to a Template

Using the Template Editor

1. Open an offer letter or document template.
2. Insert a Clause Block where you want clause content to appear.
3. Save the template.

Using an MS Word Template

Insert the following tag where clauses should be displayed:

Plain Text

1

{{CLAUSE_SLOT}}

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Generate an Offer Letter

1. Create an offer letter.
2. Select a template.
3. In the Clauses section, select or deselect applicable clauses.
4. Enter values for any custom placeholders.
5. Generate the letter.

The selected clauses are automatically added to the final document.

Generate an Appointment Letter

When generating an appointment letter:

• Previously selected offer letter clauses are available.
• Values entered during offer generation are carried forward.
• You can add, remove, or update clauses before generating the letter.

Important Notes

• Clauses can be reused across multiple templates.
• A clause cannot be deleted if it is being used in a template.
• Deleting a clause does not affect already generated letters.
• All required placeholder values must be completed before generating a letter.
• Clause Library is available for both offer letter and document templates.
• Automatic appointment letter generation is not included in this release.