๐Ÿ“„Documents

This page provides a step by step guide for FAQs related to employee documents

1. How to add CC or BCC while sending an appointment letter?

Step 1: Log into the cloud portal click on the โ€˜Employeeโ€™ menu and select the โ€˜Documentsโ€™ submenu.

Step 2: Select the โ€˜Liveโ€™ or the โ€˜Allโ€™ radio button as per the requirement and then select the required โ€˜Categoryโ€™.

Step 3: Scroll down and โ€˜Select Templateโ€™ for an appointment letter and also โ€˜Select Employeeโ€™ from the respective dropdown. Next, click on the โ€˜CCโ€™ and โ€˜BCCโ€™ options as required and the fields will appear.

Step 4: Enter the โ€˜CC Email idsโ€™ & โ€˜BCC Email idsโ€™ in the respective fields and click on the โ€˜Send Mailโ€™ button. The appointment letter will be sent to the selected employee and to the email IDs in the CC and BCC accordingly.

For any queries, contact support@pockethrms.com

2. How to download confirmation letter?

Step 1: Go to the cloud portal, click on the โ€˜Employeeโ€™ menu, and select the โ€˜Documentโ€™ submenu.

Step 2: Select the desired categories.

Step 3: Select โ€˜Confirmation Letterโ€™ from the โ€˜Select Templateโ€™ drop-down menu and click on the โ€˜Downloadโ€™ button.

Step 4: Click the โ€˜OKโ€™ button for the file download pop-up.

Step 5: Click on the 'Bell' icon to check the processing status for the confirmation letter.

Step 6: Once the file is prepared, you can download it from the โ€˜Download HR Letterโ€™ section.

For any queries, contact support@pockethrms.com

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