How HR letters work
HR Letters produces the formal letters an organisation sends its people: offer, appointment, confirmation, appraisal, promotion, bonus, transfer, warning, termination, experience, relieving and NOC letters. It also holds the letter templates, the letterhead, employees' requests for letters, and a library of company policies that people acknowledge.
Several actions here send e-mail to a real person or remove a real document, so this page is a map of the screens and of what each action does. Nothing was issued, sent, revoked or discarded while writing it.
Before you start
- Each screen needs its own permission: viewing letters, issuing them, changing or sending them, deleting them, and managing templates, the letterhead and policies are separate. The tab row shows the full set to someone who holds them; other people see fewer.
- Warning and termination letters are restricted. A person can issue them only if they also hold the permission for the related area (adding a disciplinary action for warnings, adding an offboarding employee for terminations). Templates of those types are left out of the picker for everyone else.
- Issuing does not send. The Issue screen says: "The letter will not be sent automatically. After issuing, use 'Send' from the Letters list once reviewed."
The screens
The tab row reads Letters, Issue Letter, Bulk Issue, Analytics, Manage Templates, Letterhead, NOC Inbox (HR), Policies, My Letters and More. What sits under More was not opened.
Letters
Every letter, newest first, with its number, the employee, the letter type, the issued and effective dates, its status and whether a PDF exists. + Issue a Letter starts a new one, Download as ZIP downloads letters as an archive, and Group by offers Status and Letter Type. A letter's status is Draft, Issued, Signed, Delivered or Revoked.
The four actions on a letter:
| Action | What it does |
|---|---|
| Send | E-mails the letter's PDF to the employee. It refuses if the letter is revoked, has already been delivered, or has no PDF ("has no rendered PDF; cannot send"). |
| Re-issue link | Makes a verification link for the letter, so that someone outside can check it is genuine. The link is shown once. Making a new one breaks the old one: a link already given to a bank or landlord stops working. The confirmation page for a letter that already has a link says so and asks you to confirm. |
| Revoke | Opens a form with a reason and a choice whether to notify the employee, then marks the letter Revoked. |
| Discard | Deletes the letter and its PDF. It is not a revoke; nothing is kept. |
Issue Letter
Two required choices: Employee (active employees) and Letter template (active templates, each shown with its type and company). Selecting Issue Letter creates the letter, adds it to the Letters list as Issued and does not send it. Whether a PDF is produced was not confirmed: the one existing letter had none.
Bulk Issue
Step 1 is Filter Cohort: a Template, and optional Department, Designation and Hired on or after, and an optional CSV file. The CSV needs a badge_id column plus any extras (for example a new CTC, an increment percentage or a bonus amount), which are merged into each person's letter. Find Cohort lists the matching people. The next step takes the chosen people, an effective date and two options, sign and send e-mail; with e-mail on, the letters are sent as they are issued. The result is summarised as issued, skipped and failed. Only step 1 was opened.
Analytics
Counts of Total letters, Issued last 30 days, Issued last 7 days and Revoked total, the average days from offboarding to relieving letter ("Not enough data" when there is too little), a month-by-month table for the last 12 months, the Status Distribution and Top Issuers.
Manage Templates
One template per letter type ships as a default, and you can add more. Filter by All types and by active state. Preview, Edit and Delete are on each row, and + New Template opens a form with Title, Letter type, Company (leave empty for a master template every company can adopt), Subject, Body, Signatory name, Signatory title, Signatory signature (an image), Requires signature and Is active.
The body is HTML. A panel beside the form lists the variables you can use, such as the employee's name and badge ID, their work information, the company, dates and the values supplied per letter. It warns that a name that is not on the list renders as nothing at all and does not raise an error, so check the list rather than guess.
Letterhead
The company's logo and the text printed at the top of every letter: Company name on letters, CIN / Registration no. (optional), Contact e-mail, Website, Phone (optional) and Address, with a Live Preview of the header. It is saved with Save Letterhead Settings.
NOC Inbox (HR) and My Letter Requests
An employee asks for a letter (in practice a NOC) from My Letter Requests → + New Request, giving the Letter type, Purpose (Visa Application, Passport Application / Renewal, Bank Loan / Credit Card, Rental Agreement, Higher Studies, Travel or Other), a Needed by date and Details. HR sees these in the NOC Inbox, filtered by status (Pending HR Approval, Approved — Letter Issued, Rejected, Cancelled by Employee) and purpose. Approving a request issues the letter from the requested template with the purpose filled in and links it to the request; rejecting records the decision and a note. Both need permission to change letters.
Policies
A library of company policies, filterable by category (HR & People, Code of Conduct, IT & Security, Finance & Expenses, Health & Safety, Statutory & Compliance, Employment Lifecycle, Workplace & Wellbeing, Other). Each row shows the policy, its category, the Published version, when it takes effect, how many Drafts it has and its state. Open shows the policy and its versions, and Acknowledgements shows who has acknowledged it. + New Policy adds one.
A policy that has not been published shows None published, with its draft counted under Drafts. Some policies are labelled Unreviewed platform template — not legal advice, and that is the product's own wording: a starting text to review with your own advisers, not an approved policy.
My Letters and My Policies
An employee's own page. My Letters lists the letters issued to them with their status, the PDF and a My response column. The page explains the two responses: "I have seen this" is a receipt, and "I agree to these terms" is assent, each recorded once against the exact document shown, with the date and network address. My Policies lists the published policies for them to acknowledge in the same way. My Letters had nothing for the HR Head on the stage workspace.
What you should see
Each action returns to the Letters list with a message such as "Issued [type] #[number] for [name]. Use 'Send' in the Letters list when ready to dispatch." or "Letter #[number] revoked." . A letter that has been sent shows Delivered.
If it does not work
- Send says the letter has no PDF. A letter with Not set under PDF cannot be sent.
- A variable in a letter comes out blank. The name is not on the variables list. Correct it in the template.
- You cannot issue a warning or termination letter. See the restriction above.
Not confirmed
- Issuing, sending, bulk-issuing, revoking, discarding or re-issuing a link was not tried live, and no template, policy or letterhead was saved. The PDFs themselves were not seen.
- The signing flow for templates that require a signature, and what Signed looks like, were not tried.
- The policy publish and acknowledgement workflow was not tried beyond the list.
- What is under More in the tab row.