Follow the below mentioned steps to configure the Offer Letter/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 >>Click on + Add New >> 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 View 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 the letter template is saved, all the configured tags will be automatically populated in Supported Tag List.
- 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 of the input.
- Same procedure need to follow for HR letter /Appointment letter. Once configuration done with template save , generate the letter for any sample employee and validate the letters
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article