Sending a standard official letter ensures formal communications are delivered consistently and recorded correctly. Letter templates stored in the Library can be assigned to an individual employee based on their role, previewed before sending, and then issued directly through the platform. Once sent, the letter is automatically added to the employee’s permanent file, creating a clear and auditable record of the communication. This guide explains how to send a standard official letter to an employee.
Quick Guide
Sending a Standard Official Letter to an Employee
Click on Library in the column to the left.
This displays the list of official employee letter templates.
Locate the relevant document.
Click Assign to the right of the document.
From the dropdown menus, select the recipient’s job title.
Select the employee’s name.
Click Preview to review the document.
Scroll to view the full letter.
Click Assign to send the letter to the employee.
The document is now added to the employee’s permanent file.