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How can admin generate offer letters for employees?

Product Content Team

An offer letter is a formal document that is provided by an employer to a candidate who has been selected for a job position. To generate an experience letter, 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, select Offer 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.
    Note: If you want to generate the letter for an individual employee, select the Single Employee option.
  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.

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Related Links:

❓FAQs- To read more FAQs on Generating Letters, click here.

📃Documentation- To learn more about generating Letters, click here.

▶Video- To watch a video on Generating Letters, click here.

📢Product Update- To read about the product update, click here.