The Library contains templates for formal staff letters, including disciplinary notices, commendations and other official communications. These templates can be modified as needed and sent directly to employees, saving time and ensuring consistency with company policies. The Library also serves as a central record of staff correspondence, keeping workplace communications organised, accessible and auditable.
Quick Guide
Uploading Documents to the Library
From the column to the left, click on Library.
Here you will see your company’s existing letter templates.
You can add a new document to an existing category or create a new category.
To create a new category, enter the name in the box.
Click SAVE.
The new category will now appear in the List of Categories.
To the right of that category, click ADD.
Create a template name.
Enter your letter template.
Choose SAVE.
Locate the letter, and to the right, click on EDIT.
From here, you can insert standard fields to automatically customise letters.
To select a field, click on Business ABN.
Choose the field from the drop-down menu.
Click the location in the document where you wish to add the field.
Click INSERT.
Repeat this process for as many fields as required.
Click UPDATE.
Your new letter template is now ready for use.