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.

A letter is a written, typed, or printed communication addressed to a person or organization. Letters can be an Inter-office memo type of circular that targets a select group of employees and an official letter addressed to a specific employee.

To generate letters for multiple employees, the admin must perform the following actions:

1. From the greytHR Admin login, navigate to Employee > Admin > Generate Letter. A list of letters added earlier appears.
2. Click Prepare A Letter. A form opens.
3. In Step 1: General section, from the Letter Template dropdown list, for eg. select Address Proof Letter. The Serial No. automatically displays.
4. From the Authorized Signatory dropdown list, select the required employee.
   Note: If you cannot find the required employee, click the Edit icon to add the required employee to the dropdown list.
5. In the Remarks text box, enter the remarks, if any.
6. Click Next. The Step 2: Select Employees section appears.
7. From the Generate For options, select Multiple Employees.
8. From the Employee Filter dropdown list, select the required category. A list of employees appears.
   Note: Use the + icon to add a required category to the dropdown list, if required.
9. Using the checkboxes, select the required employees.
10. Click Next. The Step 3: Preview section appears. You can preview the letter with the digital signature.
11. Click Finish. The page displays a summary of the generated letters.
12. Select the employees using checkboxes for whom you want to publish the letter.
13. Select Publish to Employee Portal and click Publish.
    Note: You can also email the letter as an attachment using the Send as an email attachment option.
14. Click Download to download the letters for selected employees. A zip file downloads to your system.
    Note: For future reference, the admin can view the downloaded letter on the Admin portal Employee Documents page, and the employee can view it on the ESS portal Documents Center page. 

Click here to subscribe to our help videos

Related Links:

Video:

• To watch the video on Letter Templates, click here.
• To watch a video on a generation of letters, click here.

FAQs- To read more FAQs on Letter Templates, click here.

Documentation- To read more documentation on Letter Templates, click here.

Product Update- To read our product update, click here.