Issuing letters in bulk

What you’ll do: issue the same letter to one person or a whole group, with their own details filled in.

Who can do this: HR. Letters with salary figures need someone who can see salaries.

Steps

1. In Dexta HR, open Letters and the Issue letters tab.
2. Under 1. The letter, choose a Template.
3. Under 2. Who gets it, pick people. Use Who (for example Everyone working here or Probation ending in a month), Department, Location or Name or code to find them.
4. Under 3. What you type, fill in anything the template asks for. It’s the same for everyone; use Values for a person for anything that differs.
5. Under Preview and issue, click Preview and Open PDF to check one. Still missing: lists any gaps.
6. Tick Send for acceptance in Dexta HR if people should accept it, then click Issue (the button shows how many letters).

Good to know

• People open My Letters, click Open the letter, and choose I accept or Decline (with a reason HR sees).
• The Issued letters tab shows who is Waiting for an answer, Accepted or Declined, with Remind now and Withdraw.
• On the Templates tab, click Add a template or edit a starter one. Click a placeholder under Placeholders to drop in details from the person’s record, things you type when issuing, or salary figures.
• Names print correctly in Indian scripts on the PDF.

Related

• Probation and confirmation
• Approval chains and delegating
• Dexta HR