An offer letter is a formal document that is provided by an employer to a candidate who has been selected for a job position.
To generate a offer letter, from the greytHR Admin portal, hover over the 9 dots and go to Employee > Admin > Generate Letter.
General
Click Prepare A Letter. Select the letter template.
From the Approval Type dropdown, select the required option.
You can also add Remarks if needed and click Next.
Select Employees
In the Authorised Signatory/Approver field, select the required approver.
Enter the purpose of generating the letter in the Purpose field.
You can generate the letter for single/multiple employees.
For multiple employees, select the Employee Filter and add or search the names of the employees.
For a single employee, choose the Employee Type and search for the employee’s name.
Click Next.
Preview
Preview the letter and click Send for Approval.
Once done, the generated letter will move under the In Progress tab in the Generate Letter page.
If you have generated the letter for multiple employees, then you can expand the batch ID to view the details.
You can also choose to send a reminder email to the approver/authorised signatory by clicking on the bell icon.
You can customize the list by using the Columns and Filters as per your preference.
Publish letters to employees
After the authorised signatory has approved the letter, as an admin, you can release the letters to the employees.
From the greytHR Admin portal, go to Employee > Admin > Generate Letter.
Under the Actions tab, click Release Letter.
Select the checkbox and click the Publish button to publish the letter on the employee’s ESS portal.
If you want the employee to acknowledge the letter, click the Require Employee Acceptance checkbox.
To send a letter via email, select the checkbox for Send as an Email Attachment.
Choose whom you want to send the letter generated via email. You can choose Employee, Manager, and Others as required.
Click Confirm.
Note: From the Completed tab, you can unpublish, delete, download or export the letter.
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