How can I generate letters for employees individually and in bulk?
Generate letters individually
- Go to Employees module >> Generated Letters
- Click on the "+Generate Letter" button on the right
- You can use a Pre-Defined letter template or you also have an option to use a one-time letter document
- If you are using a Pre-Defined letter template, select the Template name from the drop-down
- Choose the "Specific Employees" option and select the required employees you wish to generate the letter for
- You can download/preview a letter for the employees you have selected
- You have an option to Publish and Mail the letter to the employee if you wish to
- Click on "Create Letter"
Generate letters in bulk
- Go to Employees module >> Generated Letters
- Click on the "+Generate Letter" button on the right
- You can use a Pre-Defined letter template or you also have an option to use a one-time letter document
- If you are using a Pre-Defined letter template, select the Template name from the drop-down
- Choose "All Employees" if you wish to generate a letter for everyone or "Some Employees" if you wish to generate a letter to a specific group of employees (Location-wise, Department-wise, etc.)
- You can download/preview a letter for the employees you have selected
- You have an option to Publish and Mail the letter to the employee if you wish to
- Click on "Create Letter"