How can admin create new letter template?

Created by Product Content Team, Modified on Fri, 21 Jun at 8:03 PM by Product Content Team

A letter template is a pre-designed document with formatting, structure, and content elements for creating customized letters efficiently.

To create a new letter template, the admin must perform the following actions:

From the greytHR Admin portal, navigate to Employee > Setup > Letter Template. The Letter Template page opens.
Click the New Letter Template button. The Letter Template page appears.
Under Step 1: General Information, in the Title field, type a name for the letter template.
Select the Enabled check box if you want this letter template to be used to generate the letter for employees. You can view/select such enabled letter templates from Employee > Admin > Generate Letter > Prepare a letter >Select Letter Template.
From the Enforce Letter to Employee dropdown list, select the Not Required/Accept Only/Acknowledge Only/Accept or Reject as per your requirements.
Note: Once the letter is generated, it will be visible to the employees in their ESS portal as and when the employee signs in and must take action. If the employee decides to refuse the letter, they must provide a reason for the refusal.
Select a value from the Letter Number Series dropdown list.
Click the Add a Letter Number Series icon [+] and type the required values to create a customized value string.
From the Mail Template dropdown list, select an appropriate template.
Select the Password Protection for Letter Attachments checkbox, if required.
In the Custom Fields section, type values if you require a new field in the letter, such as an employee's CTC, Grade or Location.
Click Next. Step 2: Upload Template section appears.
In the Template, click Upload File. The dialog box appears.
Browse to the folder, select the file and click Open. After the file is successfully uploaded, you can preview the uploaded letter template.
Click Next. Step 2: Workflow Setup section appears.
From the Can employee request for letter? option, select Yes/No as per your requirements.
Select the Reviewers Level as 1 Level/2 Levels/ 3 Levels as per your requirements.
Click Finish to create a new letter template.

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.