Each Company has its own set of Forms/Letters and follows standard templates that are unique to them/as per the Company's requirement.
You can create different letters and forms like Offer letters, Increment letters, etc using this feature.
On the Home page, click “Transactions”.
Under Core HR, click “Forms & Letters”.
Click “New”.
Provide the “Template Name” you want to create e.g., Offer Letter.
You can create your letters/forms using the toolbar or copy from an existing template.
Select a field from the “Available Merge Field” drop-down.
The corresponding fields will be displayed in the “Select fields”.
E.g. if you select Company Data from the “Available Merge field” then the fields like Company Name, Address, and Phone Number will be displayed in the “Select Fields” drop-down.
Click “Insert Fields”.
The selected field will be displayed in the box below.
Prepare the letter /form as per your requirement using the toolbar. You can also copy an existing template.
If you have an existing document/format which you want to use, we can upload the same by clicking the 'Choose File' option and then “Upload”.
Please note the file extension should be .doc/docx only.
You have the option to upload your Company’s logo.
Please select the files of the extension. JPG, GIF or. PNG files to upload the logo.
Click the “Image” icon in the toolbar.
You can adjust the width, height, and other features of the logo.
Click “Save”.
The video outlining the process is attached for your reference.