Offer / Appointment /HR Letter Generation & Release Process (Bulk)

The Offer/Appointment/HR Letter Generation & Release process allows bulk creation and release of letters using pre-defined templates. This streamlines HR operations by enabling quick document generation for multiple employees at once.

Kindly Note: It is important to have the Mailer and the Template Configurations for your desired letter generation before you initiate the mailer process in Bulk.

Below are the steps once can Generate Letter in Bulk in Staffinggo portal:

• Login as an Administrator 
• Click on Consultants 

• Filter out the Client/ Consultants you want to send the Bulk Mailer by clicking on the filter icon

• Select the relevant filtered out consultants and then select the icon shown below and then click on Generate letter as shown

• Here select the type of letter and select which type of letter you would like to Generate

• Click on Template section and select the template you would like to generate

• One can also find various fields shown above which can be enabled as follows:
  • Generate Letter No: Click on this checkbox to generate the Letter Number.

  • Send for acceptance (Signing): Check this checkbox if you would like to send the letter for acceptance and also the consultant can provide a digital signature for the same. 

  • Release Letter (Show in Portal): Check this checkbox if you would like the consultant to view the Letter in the portal. 

  • Initiate Onboarding: Click on this checkbox if you would like to initiate the onboarding process for all these selected employees where they will be able to upload the documents based on the relevant onboarding process configured. 

  • Download generated documents: Click on this checkbox if you would like the consultant to download the generated documents.

  • Mail the letter to consultant: Here you can map the mailer template which you have created after which the communication mailer will also be initiated to these employees.

  • Once all the relevant options are selected, Click on Generate and the Letter will be generated to all the relevant employees.

    
    

    
    

    Need Help?

    If you have any doubts or need further assistance regarding client creation or any other feature, feel free to reach out to our support team at support@staffinggo.in. We’re here to help you!