Appointment Letter Template
How to use Appointment Letter Template in Recruitment: access, working steps, fields, related records and troubleshooting.
Purpose and access
Publish job openings with the relevant requirements, collect structured applicant profiles and review applications in the ERP. Advisory qualification comparisons support human review; they do not automatically make hiring decisions.
This page is a record page in Human Resources → Recruitment. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Template Name, Introduction, Terms.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Appointment Letter Template from Human Resources → Recruitment, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Template Nametemplate_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Introductionintroduction | Long Text Required | Complete the value according to the field label and the record’s validation rules. |
Termsterms | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Appointment Letter content |
Closing Notesclosing_notes | Text Optional | Provide the required record description or content. Keep operational instructions clear and applicable. |
Child tables
Terms — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Titletitle | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Descriptiondescription | Long Text Required | Complete the value according to the field label and the record’s validation rules. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.