Recruit - adding merge fields to Word documents e.g. for contract creation

In this article, we'll show how to add merge fields to your Word templates to merge in virtually any information from Kallidus Recruit, such as candidate name and address, vacancy information, offer information etc.

Grab the merge field

The merge fields required are the same as the ones used in Kallidus Recruit email templates, with one difference: remove the curly brackets and the exclamation marks.

Access the merge fields picklist by previewing an email to a candidate. You'll find the picklist underneath the 'Body' section of the email window. Click the arrow icon to open the pick list:

The merge field format required for your Word templates is e.g. Candidate.Firstname. If you select this, as below, you'll see the email merge format {!Candidate.Firstname} appears in the box on the right. You can copy that with CTRL-C, remembering to remove the curly brackets and exclamation mark when you create the merge field in Word.

Add merge fields to Word

It's unfortunately not just a matter of pasting the above into Word to make a merge field. Different versions of Word may mean there are slight differences to what you see here.

On the "Insert" tab, I can click "Quick Parts" and select the "Field" option. You may need to search Word for "Quick Parts" to find the option to add a "Field" on your version of Word.

When adding the "Field", choose "MergeField" from the "Field names" list, and paste your merge field into the "Field name" box, as below. Click "OK" and the field is added.

If added successfully, it should look like this on your document, with chevrons automatically added by Word: