Personnel>>Personnel>>Letter templates
Configure Letter Template Layout
The second step is to configure the template for the letter this includes:
- Defining the content of each letter template
- Defining the layout of each letter template.
N.B. Word processor formatting options are available and images can be inserted and edited as well.
Step 1 Set Up Date Formats
System Configurations>>Company Parameters>>System Constants>>System Interface Codes
- The Date Format generated for Letters is determined by the configuration selected in System Interface Codes.
- For example:
-
Application Date Format (Short) - dd-MM-yyyy
- Template Placeholder - DATE_PRINTED
- Generated Date Format - 13-09-2024
-
Application Date Format (Long) - dd-Mon-yyyy
- Template Placeholder - DATE_PRINTED_Long
- Generated Date Format - 13 September, 2024
-
Application Date Format (Short) - dd-MM-yyyy
- For example:
Step 2 Enable Add space on generated letters
System Configurations>>Feature Management>>Add space on generated letters
This feature adds a 2.5 inch space allowance for the printing of letterheads.
Step 3 Upload Image
Personnel>>Personnel>>Letter templates>>Letter Template Images
Step 4 Create Letter Template
Enter the content of your letter. Use the formatting options to format as you wish.
- Insert Placeholder: placeholders are the system field names that are retrieved from the HRplus database and displayed in the drop-down list. Place the cursor in the letter where you wish to put the field. Select the field name from the dropdown and click the Insert Placeholder button. These placeholders will be replaced by the actual field values when the letter is generated.
- Insert Image: click this button to select and insert a saved image (company logo, signature) into the letter: JPG, PNG and any other picture formats are supported.
- Save when completed. Repeat to set up additional letters.
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