How can admin prepare letter for an employee in greytHR?

Generating a letter list aids communication, organization, and record-keeping. It tracks correspondence, ensuring accountability and simplifying reference, follow-up, and documentation for streamlined communication.

To prepare letters in greytHR, the admin must perform the following actions:

1. From the greytHR Admin login, navigate to Employee > Admin > Generate Letter. The Generate Letter page opens.
2. Click Prepare a Letter. A form appears.
3. From the Letter Template dropdown list, select the template for the type of letter you want to create.

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. Under the Select Employees section, from the Generate for settings, select the Single Employee option.
   Note: You can also select the Multiple Employees option if you want to prepare a letter for 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.