Employee documents and letters

Set up letter templates and generate employee documents such as appointment and experience letters.

Documents & Letters is where you manage letter templates, document branding and the documents generated for employees.

1. Go to Admin → Policies & Compliance (Documents & Templates).
2. Open Documents & Letters. If you have no templates yet, install the starter library and review it.
3. Under Document Branding, set your logo, legal entity name, header and footer text.
4. Under Letter Templates, edit or create templates such as Appointment Letter, Experience Letter or Employment Certificate.
5. Generate a document for an employee. Generated documents are not sent automatically — you decide whether to keep the snapshot private or make it visible in the employee’s documents.

Each generated document is saved as a snapshot, so later template changes do not alter documents already issued.