Administrator
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
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.
What do you meant by Frequency generation in ESS letter.
Frequency generation: Defines the maximum number of times an employee can send a request.
What do you meant by Frequency Type in ESS letter.
Frequency Type : Determines whether the restriction is being set for a day, week, month, or year.
How many ESS letters can the user request for.
The user can request for a letter up to the amount that admin locked. The restriction for frequency and frequency of generation will be defined while creating an ESS letter.
In what format we can upload the letter template.
It will allow only word documents to upload the letter template.
How to add pattern to a letter.
To create a pattern, please enable the pattern field which is displaying in the below image. This displays additional fields to create a pattern.
What do you meant by pattern.
A pattern is a unique number that helps to trace the letter to the department, functional unit, or request type.
What are labels. Or What is the purpose of the label.
Labels: Labels are the modules , which will help to map the template to respective module. The letter template might be for an offer letter used in recruitment or the probation confirmation letter used in the probation, and these Labels help us to ...
What is a custom tag.
Custom Tag: If the appropriate tag wasn't found in the defined tags, we might configure a manual tag. When using the suitable template from the frontend, we must provide the information.
How to add a custom tag.
Path : Admin Settings >> Letter Settings >> Letter Templates >> Add New >> Add (for custom tags) We can include custom tags, also known as short tags, while creating a letter template.
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 >> ...
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 ...
What is an Adhoc letter. Or What is the purpose of Adhoc letter.
Ad-hoc letters are the ones that are generated upon the request of the employee and are not related to the workflow, like the resignation acceptance letter, service certificate, probation acceptance letter, etc.
What is an Employee Self Service letter. Or What is the use of Employee Self Service letter.
The employee self-service (E.S.S) is the letter used by the employee for raising a request for a letter from the HR, such as bonafied letters, and permission letters such as for leaving early before office hours, gate pass, vehicle pass, etc.
What are the types of letters.
There are following three letter types: -> Employee Self Service (E.S.S) -> Work Flow -> Adhoc
What are the settings that needs to be configured in this letters module by the admin?
Letters Creation. Letter Templates. The Letters will be use in the letter templates creation. The letter templates which we have created will be reflected in the respective modules.