With the Staff document generator, you can automatically complete a Word template with the details of one or more personnel members.
The document generator replaces the placeholders in the Word file with the details registered for the personnel member in Agromanager.
Requirements
Before you start, check that:
- the personnel members have been created in Agromanager;
- the personnel details have been completed as fully as possible;
- the Word file contains the correct placeholders.
Step 1 - Add placeholders to the Word file
Place a placeholder in the Word document at every location where details should be filled in automatically.
When generating the document, Agromanager replaces each placeholder with the corresponding company or personnel details.
General placeholders
| Placeholder | Meaning |
|---|---|
| %date% | Date |
Company details
Use the placeholders below for your company details.
| Placeholder | Meaning |
|---|---|
| %company.companyname% | Company name |
| %company.addressline1% | Address line 1 |
| %company.addressline2% | Address line 2 |
| %company.zipcode% | Postal code |
| %company.city% | City |
| %company.country% | Country |
Personnel details
Use the placeholders below for the details of the selected personnel member.
| Placeholder | Meaning |
|---|---|
| %person.id% | Agromanager ID |
| %person.firstname% | First name |
| %person.lastname% | Last name |
| %person.dateofbirth% | Date of birth |
| %person.placeofbirth% | Place of birth |
| %person.gender% | Gender |
| %person.nationality% | Nationality |
| %person.contracttype% | Contract type |
| %person.addressline1% | Address line 1 |
| %person.addressline2% | Address line 2 |
| %person.zipcode% | Postal code |
| %person.city% | City |
| %person.country% | Country |
| %person.email% | Email address |
| %person.phone% | Phone number |
| %person.accountholder% | Account holder |
| %person.iban% | Account number (IBAN) |
| %person.bic% | BIC |
| %person.Bedrijfsvoorheffing% | Payroll withholding tax |
| %person.civilstate% | Marital status |
| %person.rsz% | National register/BSN number |
| %person.fin% | FIN number |
| %person.badgenumber% | Badge ID |
| %person.verblijfplaats% | Place of residence |
| %person.comments% | Comments |
| %person.passportexpiration% | Passport expiry date |
| %person.satisfactionscore% | Satisfaction score |
| %person.languages% | Languages |
| %person.ehbonumber% | First aid number |
| %person.ehboexpiration% | First aid expiry date |
| %person.drivinglicense% | Driving licence number |
| %person.drivinglicenseexpiration% | Driving licence expiry date |
| %person.forkliftlicense% | Forklift licence number |
| %person.forkliftexpiration% | Forklift licence expiry date |
| %person.kwaliteitskeurcertificatenumber% | Quality certificate number |
| %person.kwaliteitskeurexpiration% | Quality certificate expiry date |
Example
Copy the desired placeholders and place them in the correct location in the Word document.
First name: %person.firstname% Last name: %person.lastname% Date of birth: %person.dateofbirth%
Save the Word file once all placeholders are in the correct locations. The file can now be used as a template in the document generator.
Please note
Copy the placeholders exactly as they are shown in the tables. A changed spelling, capital letter or missing percentage sign may prevent the placeholder from being replaced.
Step 2 - Open the Personnel document generator
Open the Time registration tile on the dashboard.
Click Reports on the left-hand side of your screen.
In the reports overview, click Staff: document generator.
Step 3 - Select the personnel members
Tick the personnel members for whom you want to generate the document.
Step 4 - Add the Word template
Select the date that should be used in the document. By default, the current date is entered.
Then click Select file next to the file and select the Word file in which you added the placeholders.
Step 5 - Generate the document
Check the selected personnel members, date and added Word file.
Then click Generate. Agromanager automatically fills in the placeholders with the available details of the selected personnel members.
Missing details
Has a certain detail not been completed for the personnel member? Then the corresponding placeholder cannot be filled in with that information either. Therefore, check the personnel file in advance.