How can admin customize letter templates?

Created by Raghul David, Modified on Mon, 19 Feb at 12:35 PM by Product Content Team


Letter template refers to a standardized formats and content for various types of letters or correspondence used within an organization.


To customize the letter templates, the admin must perform the following actions:

  1. From the greytHR Admin portal, navigate to the  System Settings Letter Letter Options. The Letter Options page opens.
  2. Click the General tab. A form appears.
  3. From the Date Format dropdown list, select the required date format which you want on the letter template.
  4. Click Save to customize the date format.
  5. Click the Header tab. A form appears.
  6. Double-click the required option under the Name column from the table available on the right side. The option will get displayed under the HTML section.
  7. Under the CSS description box, enter the required information you want on the letter template header.
  8. Click Save to customize the header format.
  9. Click the Footer tab. A form appears.
  10. Double-click the required option under the Name column from the table on the right side. The option will get displayed under the HTML section.
  11. Under the CSS description box, enter the required information you want on the letter template footer.
  12. Click Save to customize the header format.

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Related Links:

Video - To watch more videos on greytHR Admin portal, click here.

FAQs To read more FAQs about System Settings, click here.

Documentation To learn more about configuring Authorized Signatures, click here.

Product Update - To read about the product update, click here.

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