Each Company has its own set of Forms/Letters and follows standard templates which are unique to them/as per the Company requirement. You can create different letters and forms using this feature.  

 

On the Home page, click “Transactions”. 

 

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Under Core HR, click “Forms & Letters”. 

 

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Click “New”. 


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Provide the “Template Name” you want to create e.g., Offer Letter. 

You can create your letters/forms using the toolbar or you can copy from an existing template. 


Select a field from the “Available Merge Field” drop-down and select the fields accordingly from the “Select Fields” drop-down. 


You can drag and drop the required fields from the selection available in the drop-down. 

Click “Save”. 


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