How can admin allow employees to acknowledge letters?

Created by Product Content Team, Modified on Tue, 19 Mar, 2024 at 3:23 PM by Product Content Team

Letters play a crucial role in facilitating effective communication between employers and employees. After posting letters on the ESS portal, employees can formally acknowledge the letters.

To allow employees to acknowledge the letters, the admin must perform the following actions:

From the greytHR Admin login, navigate to Employee > Setup > Letter Template. The Letter Template page opens.
Click the Letter Template tab. A list of the previously created templates appears.
Click the + New Letter Template button. A form appears.
Under Step 1: General Information section, in the Title text box, enter the name for the letter template.
Select the Enabled check box to use the letter template to generate the letter for employees.
Note: You can also view/select enabled letter templates from Employee > Admin > Generate Letter > Prepare a letter > Select Letter Template.
Select the Require Employee Acknowledgement checkbox if you want the employee to acknowledge a letter.
From the Letter Number Series dropdown list, select a required value.
Note: If you are not able to view any value in the dropdown list, you can add the value by clicking the + icon.
From the Mail Template dropdown list, choose an appropriate template.
Select the Password Protection for Letter Attachments checkbox, if required.
In the Custom Fields table, enter the 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 required template file, and click Open. After the file is successfully uploaded, you can preview the uploaded letter template.
Click Next. Step 3: Workflow Setup section appears.
From the Can employee request for letter? option, select Yes/No as per your requirements.
Click Finish to create a new letter template. The new letter appears on the Letter Template page.

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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.