Sending a customised official letter allows managers to tailor a standard template to suit a specific situation while still keeping communications consistent and formal. Letter templates in the Library can be amended before sending, then previewed and issued directly to an employee. Once sent, the customised letter is stored in the employee’s permanent record, ensuring a clear and auditable history of correspondence. This guide explains how to send a customised official letter to an employee.
Quick Guide
Sending a Customised 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 Amend Document to customise the contents.
The standard document appears in the text box.
Scroll to the section requiring personalisation.
Edit the text as required.
Click UPDATE to save your changes.
Click Preview to review the customised letter.
Scroll to confirm the letter is correct.
Click Assign.
The letter is now added to the employee’s permanent record.