How do we add a workflow letter template.
Step 1: Letter Creation
Path : Admin Settings >> Letter Settings >> Letters >> Add New
When creating a letter, please select workflow as the letter type.
Step 2: Letter Template Creation
Path : Admin Settings >> Letter Settings >> Letter Templates >> Add New
Once, letter is created, create a letter template of ESS.
l Choose the letter from the drop down which has created from letters.
l Upload Document - Before uploading the document, we need to replace the content with short tags where the content will change with respect to employee.
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How do we add an Adhoc letter template.
Step 1: Letter Creation Path : Admin Settings >> Letter Settings >> Letters >> Add New When creating a letter, please select Adhoc as the letter type. Step 2: Letter Template Creation Path : Admin Settings >> Letter Settings >> Letter Templates >> ...
How do we add an Employee Self Service (ESS) letter template.
Step 1: Letter Creation Path : Admin Settings >> Letter Settings >> Letters >> Add New When creating a letter, please select ESS as the letter type and Employee group as the label. Step 2: Letter Template Creation Path : Admin Settings >> Letter ...
How to deactivate a letter template.
Path : Admin Settings >> Letter Settings >> Letter Templates >> Actions (w.r.to template) >> Deactivate We can deactivate a letter template by following this process. However, we can not remove a template.
How HR can create a Adhoc Letter?
Adhoc Letter Creation: HR have the feasibility to create Adhoc Letter for an employee Ex:Disciplinary Letter. Path : User Login>> Switch to HR Role>> Letters Module>> Letters >> Add new Steps: -> Select Employee - For which employee you want to ...
How can we set a letter template as a default. Or How to change a default template.
After creating a template, it can be set as default for a particular letter as follows. Path : Admin Settings >> Letter Settings >> Letter Templates >> Actions (w.r.to template) >> Set as Default