How can I create a new letter template?

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

1. From the greytHR Admin login, navigate to Employee > Setup > Letter Template. 
2. Click New Letter Template button. The Letter Template page appears.
3. Under Step 1: General Information, in the Title field, type a name for the letter template.
4. 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.
5. Select a value from the Letter Number Series dropdown list.
6. Click the Add a Letter Number Series icon [+] and type the required values to create a customized value string. 
7. From the Mail Template dropdown list, select an appropriate template.
8. 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.
9. Click Next. Step 2: Upload Template section appears.
10. In the Template, click Upload File. The dialog box appears.
11. Browse to the folder, select the file and click Open. After the file is successfully uploaded, you can preview the uploaded letter template.
12. Click Next. Step 2: Workflow Setup section appears.

13. From the Can employee request for letter? option, select Yes/No as per your requirements.

14. Select the Reviewers Level as 1 Level/2 Levels/ 3 Levels as per your requirements.
15. Click Finish to create a new letter template.

Related Links:

• Video - To learn more about greytHR, click here.
• Documentation -  To read more about the Admin portal, click here.
• Product Update - To read our product update, click here.