Letter templates

A template is a starting point for a letter. When you start a letter from it, the placeholders are filled with that employee's details.

Who can do this

Owners and admins, outside the demo workspace.

Steps

1. Open HR, then Letters under Approvals.
2. In the Templates card, click Add template, or Edit on an existing one.
3. Fill in the Template name (up to 120 characters) and choose the Type.
4. Choose the Language: English or Bahasa Malaysia. Dates and the salary are written in this language when a letter is started from the template.
5. Fill in the Title and the Letter text.
6. Under Placeholders, click one to put it where your cursor is, in the title or the text. The placeholders are {employee_name}, {employee_no}, {designation}, {department}, {join_date}, {company_name}, {today} and {salary}.
7. Click Save template.

Changing a template does not change letters already started from it. To delete one, click Remove, then Remove again.

Any placeholder that cannot be filled for an employee is left in the letter for you to replace before issuing.

Common problems

• "There is already a template with that name."
• "That is 50 templates already. Remove one first."

Related

• Write and issue HR letters