Send Letters with Letter Builder/Generator

Step 1

Click on the desired template.

You can Edit(a) your template before Send(b).

Step 2

Once you click the Send(b) button, you will view this page.

There are 4 things need to do before sending the letter to the selected employee.

1) Recipient selection - Select your designated Recipient for this Letter. 

2) Review Letter Content - Review the content that will be auto-filled into your letters. 

3) Confirmation - Check & review the letter generated before sending. 

4) Send out - Review send process & Ensure Letters are sent. 

Step 3

After Sending the letter, your employees will receive a letter in their email and the letter also will directly attach to the Employee Profile at the Attachment Tab.