There are default templates for emails, App, invoices and payslips in TempBuddy. However, these templates are customizable as per your requirement. You can find the templates by going to Settings >> Branding and then go to the respective tab for Email Templates, App Templates, Invoices Templates and Payslips Templates.
Email Templates:
There are several email templates available for the auto-generated emails that are customizable.
To edit or customize the template, just click on the body of the template to start typing or use the CKEditor (an online rich text editor) for more editing and formatting options (adding tables, insert picture, text formatting, bullets, etc).
There are certain placeholders that can be used to call the data from the database; you can even use the Custom attribute placeholders. Once you are done editing/customizing the template, click on the Save Changes button.
App Templates:
The messages sent to the candidates via the App can also be customized. Apart from custom-tailoring the message that will appear on the Job Description section on the offer, you can also choose to show/hide the Client Name, Location and Pay Rate which are displayed on the offer.
Just like on the other templates like the email templates, you can use the placeholders on the message as well.
Here's what each section means:
Advert and Application Description => Pool By Application
Shift Ribbon => The shift ribbon option on the App Dashboard (option to show the Client name or the pay rate only; no placeholders)
Offer Description => Pool By Assignment
Assignment Description => Assignment offer
Job Opening Description => Job opening (public job)
Invoices Template:
TempBuddy will use the Simple Mode template by default, unless there's a customized template entry in the Advanced Mode tab. However, even in the Simple Mode (default template), you can add texts by typing on the blank space just below the blue 'Info' bar (which will add the text above the footer of the default template) and click on Submit to save it.
In the Advanced mode, you can customize the Invoice template the same way as the Email Templates - using the CKEditor and the placeholders. After saving the template using the Submit button, you can even view an example template from the View saved template option to preview the template. To delete the custom template, click on the Delete custom template button.
Payslips Template:
Similar to the Invoices Template, TempBuddy will use the Simple Mode template by default, unless there's a customized template entry in the Advanced Mode tab. Here as well, you can add texts by typing on the blank space just below the blue 'Info' bar (which will add the text above the footer of the default template) and click on Submit to save it.
In the Advanced mode, you can customize the Payslips template the same way as the Invoices Templates - using the CKEditor and the placeholders. After saving the template using the Submit button, you can even view an example template from the View saved template option to preview the template. To delete the custom template, click on the Delete custom template button.
