Various types of letters can be generated from EazeWork HRMS. Some letters are generated as a part of a work flow, for example Department Transfer letter, these are not covered in this article, these letters are covered in "HRIS section". This article covers letters which can be generated manually.
Steps to be followed -
1. To generate a letter for an employee click on the "Generate Document" button as shown in the image below
2. On the popup which comes up select the document / letter type which is to be generated
3. If the letter has not been generated earlier system will generate it as shown below.
You can download the letter and check. If you do not want to issue it click on Cancel, if you click on Submit then the letter will be emailed to the employee. They can also download it from the system.
4. If the letter has been generated earlier even then you will be able to generate it again. You can also decide to delete the previously generated letter as shown below. No alert or notification is sent on deletion. You can generate another copy of the document. Each copy is referenced with the date on which it was generated.
Exception - Appointment letter can be generated only once.
Generated letters can be accessed by the employee at any time from Reports > Employee Reports > My Documents or by the HR Manager from Reports > Employee Reports > Employee History.
Note - there is an option to also provide the salary breakup as an Annexure in Appointment letter. In this scenario the salary structure which is used for the first payroll which has been run for the employee in the software is used in the Appointment letter.
These letters and documents can be downloaded from "Download Documents" report.