Follow the below mentioned steps to configure the Offer Letetr/HR Letter /Appointment Letter in the application.
Navigate to >>Setting >> General master >> Templated library >> Chose the Template type drop down as Offer letter , HR letter or Appointment which needs to configure in the application.
For Example to configure the new Offer letter
- Select the Template type as Offer letter >> Create the Template Title with new Letter name ( Client short name / Category wise offer letter name)
- Prepare the word Letter documnets with replacing the data supporting TAGs and align the word document with standard formatting inorder to get the proper alignment in the PDF copy.
- Use the TAGs , which replaced the employee details in the application during letter generation. Example : In the place of Employee name {{ConsultantName}}, {{Designation}} & {{DOJ}} etc. Refer the sample
- Tag list are available in the application in the Veiw Support Tag option on the same letter configuration screen.
- Configured word documents need to upload in the application under choose file option and save the template.
- Once saved letter template in the available support tag option all used tags need to add up.
- If required configure the Employee e-sign configuration>> Click on Configuration digital sign/e-sign option
- Configure the e-sign details and save. Refer the attached screenshot for the reference o fthe input.
- Same procedure need to follow for HR letter /Appointment letter. Once configureation done with template save , generate the letter for any sample employee and validate the letters
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