Can admin generate letters for multiple employees?

Yes, as an admin, you can select a single employee or multiple employees. You can see this option under the Select Employees section while you are generating a letter.

To generate a letter, go to Employee > Admin > Generate Letter. 

General

1. Click Prepare A Letter. Select the letter template.

2. From the Approval Type dropdown, select the required option. 

   • You can also add Remarks if needed and click Next.

Select Employees

1. In the Authorised Signatory/Approver field, select the required approver. 

2. Enter the purpose of generating the letter in the Purpose field. 

3. 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. 

4. Click Next. 

Preview

1. 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.

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