This article is intended for administrators.
✍🏽 Formatting
The text editor allows you to customize the introductory message and the description blocks of your template.
The formatting allows you to give your texts the necessary relief so that your employees can locate, memorize or visualize the important information in the document.
The following formatting options are available:
- Bold [B]: Highlight a word or a set of words or structure the text for example,
- Italic [I] : To highlight a word or a set of words, to indicate a word or a sentence that is quoted, etc,
- Strikethrough [
S] : To indicate that an action has been performed or cancelled (in a list for example) or to indicate that an element is obsolete while mentioning it, - Link [-]: Insert a link to provide access to external documents necessary for the evaluation (for example, a link to a tutorial on the best way for a manager to write feedback), or to access resources (link to a video presentation by the HRD) etc,
- List: To air and clarify the content of the text. They can be of the "bulleted" type and thus bring together similar elements in a more visual and concise form. They can also be of the "numbered list" type and thus allow a hierarchy with different levels.
💻 Getting started with the text editor
The formatting is done with the buttons of the text editor that appears when you click on a text area.
💡 Tips
Keyboard shortcuts on Mac:
- Bold [B]: command ⌘ + B
- Italic [I] : command ⌘ + I
- Link [-]: command ⌘ + K
Keyboard shortcuts on Windows:
- Bold [B]: ctrl + B
- Italic [I]: ctrl + I
- Link [-]: ctrl + K
👥 Inserting dynamic variables
Variables allow you to customize the texts with dynamic data and thus individualize the content of the interview.
They can be used in the introduction message as well as in the description blocks of your model.
Here are the different variables available:
| Variable | Display in the template | Example |
|
First name |
[[reviewee.firstName]] | John |
|
Last name |
[[reviewee.lastName]] | Doe |
|
Initials |
[[reviewee.initials]] | JD |
|
Full name |
[[reviewee.fullName]] | John Doe |
|
Team name |
[[reviewee.teamName]] | Support |
|
Work start date |
[[reviewee.workStartDate]] | 10/04/2018 |
|
|
[[reviewee.email]] | john.doe@success.fr |
|
Job title |
[[reviewee.jobTitle]] | Support Agent |
|
Registration number |
[[reviewee.registrationNumber]] | 34562 |
| Level | [[reviewee.level]] | A1 |
| Service | [[reviewee.service]] | Customer Success |
| Department | [[reviewee.department]] | Customers |
| Region | [[reviewee.region]] | France |
| Link to HRIS profile |
[[reviewee.externalEmployeeUrl]] | Lien |
It is also possible to display specific variables in the campaign launch email.
💻 Getting started
To access the variables, you must insert a bracket "[" to display the drop-down menu with the different possibilities.
- Insert a bracket on Mac: simultaneously press "option ⌥ + shift ⇧ + 5"
- Insert a bracket on PC: simultaneously press "Alt Gr + (" or "Shift + Alt + ("
🙋🏻♂️ Questions (FAQ)
➡️ Is it possible to add images or videos in the body text?
This is not possible at the moment. Do not hesitate to contact the support team (support@elevo.io) if you need more information.