Template Letters with Workflows

Through workflow step types, you are able to auto-generate template letters for employee sin the system. Examples of use cases for this are if you want a workflow to automate the generation of an employee contract or probation letter.

Here, we will be covering an example of a salary increase letter for a scheduled salary increase.

Before going into details, click here for more information on how to create template documents.

Document Templates

To view the templates you have setup on the system, simply go to:

Documents > Templates

When using these templates in workflows, you must keep in mind of 2 options:

• Workflow - mandatory document: You can set up a mandatory document category, which in this example is called Contracts, and tell the system that this template latter is linked to this category. This will allow you to choose this mandatory document category and therefore this template letter on the workflow step.
• Workflow - Sites: When this is used with the first option, you can have multiple version of the same template that relate to different sites if the letter varies according to this.