Teamtailor template set up process
Step 1. Create a Scrive template in your Scrive account and open the “Add parties” tab. Add a custom field, name it “type” and click enter(see screenshot below).
Step 2. The user must type either “recruiter” or “candidate” in the newly created “type” field depending on which Teamtailor data should auto-populate the fields. This will determine if data will be fetched from the recruiter or candidate in Teamtailor.
For example: if the second party is the candidate and the user wants to fetch Teamtailor data from the candidate, the Scrive user must add a “type” field to the second party and enter “candidate”.
Step 3. The user will be able to auto-populate below field types, or custom fields, with Teamtailor information by adding custom fields to the Scrive template with the same exact naming and letter case. If the data should be fetched from the candidate in Teamtailor, the added custom fields should be added to the party which says “candidate”.
The user is able to add custom fields to the Teamtailor candidate in “Custom fields” under the “Settings” tab. Custom fields will not be fetched in case Å, Ä or Ö are included in the field name.
- First name
- Last name
- Job role
- Start date
- References confirmed
Step 4. Upload a PDF document to the Scrive Template, this is required to be able to send documents via Teamtailor.
Step 5. To be able to auto-populate the Scrive document with the information from Teamtailor it's also very important that you place the fields on the document in Scrive and set the fields to be "Mandatory for sender" else they won't be auto-populated.
See example screenshot below.
Step 6. Once all desired fields have been added to the template according to the steps above, the Teamtailor data should automatically be added to the contract when initiating signing.