Help SitePersonnel ManagementPersonnelLetter TempatesHow do the Letter Templates link to the HR Workflow?

How do the Letter Templates link to the HR Workflow?

If the Transaction Types, for which letters are generated, are linked to the HR Workflow in HRplus, then the Letter Templates are used in conjunction with the HR Transactions workflow. Letters are automatically generated and attached as the approval process moves along the workflow.  At the final stage of the workflow (posting of record), the letter is automatically saved to the employee’s documents

How it works:

  1. The Workflow is set up for the various Transaction Types (Acting, Position Changes, PT/FT Changes, Salary Changes etc.).  
  2. Letter Templates are created for the various Transaction Types.
  3. Transactions are entered for employees and go through the defined Workflow process for the particular Transaction Type.  
  4. At the final workflow stage, once the record is posted, the system automatically generates and stores the letters in Employee Profile (Personnel>>Employees>>Toggle Additional Details>>Documents).

See the HR Transactions Workflow documentation for details.

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