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How to Configure the Layout of the Letter Template?

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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 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 2 Upload Image

Personnel>>Personnel>>Letter templates>>Letter Template Images

Step 3 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.
Previous Article Step 1: Create Letter Templates
Next Article Step 3: Generate and Save the Letters
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