# Documents

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

**Step 1:** Log into the cloud portal click on the ‘Employee’ menu and select the ‘Documents’ submenu.

![](/files/l7ITosRnNPNb4KqemQjc)

**Step 2**: Select the ‘Live’ or the ‘All’ radio button as per the requirement and then select the required ‘Category’.

![](/files/h6eJmzHSYqt1GOle6I1G)

**Step 3:** Scroll down and ‘Select Template’ for an appointment letter and also ‘Select Employee’ from the respective dropdown. Next, click on the ‘CC’ and ‘BCC’ options as required and the fields will appear.

![](/files/czdVhujX7lakXPE5Z72l)

**Step 4**: Enter the ‘CC Email ids’ & ‘BCC Email ids’ in the respective fields and click on the ‘Send Mail’ button. The appointment letter will be sent to the selected employee and to the email IDs in the CC and BCC accordingly.

![](/files/r2I2wlmk5fmMCmcB2rpV)

For any queries, contact <support@pockethrms.com>

### 2. How to download confirmation letter?

**Step 1:** Go to the cloud portal, click on the ‘Employee’ menu, and select the ‘Document’ submenu.

<figure><img src="/files/xGcj9TYLTAA6XGpy3PYE" alt=""><figcaption></figcaption></figure>

**Step 2:** Select the desired categories.

<figure><img src="/files/XFqdegL9B8C77zoWcaUy" alt=""><figcaption></figcaption></figure>

**Step 3:** Select ‘Confirmation Letter’ from the ‘Select Template’ drop-down menu and click on the ‘Download’ button.

<figure><img src="/files/0Jk23rTebxJ69hGhGzVp" alt=""><figcaption></figcaption></figure>

**Step 4:** Click the ‘OK’ button for the file download pop-up.

<figure><img src="/files/8ikooywkfHzXDBjn670i" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/Nqx5SeGmvTsGUxwwY58Q" alt=""><figcaption></figcaption></figure>

**Step 6:** Once the file is prepared, you can download it from the ‘Download HR Letter’ section.

<figure><img src="/files/407WG6eAhgrAGbyLq5FP" alt=""><figcaption></figcaption></figure>

For any queries, contact <support@pockethrms.com>

### 3. How to download HR letter or template?

**Step 1:** Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Documents’ submenu.

![](/files/5fqDFJhjlB8Tf2EJAzlm)

**Step 2**: Select ‘Category’ and ‘Select Template’ that you want to download and click on the ‘Download’ button. The HR letter will be downloaded accordingly.

![](/files/5lh6d092nCn50GP1YeqR)

**Path**: Cloud Portal>Employee>Documents>Select Template and Category>Download

**Link**: <https://cloud.pockethrms.com/Payroll/HRLetter/ViewTemplate>

For any queries, contact <support@pockethrms.com>

### 4. How to download or share appointment letter with employee? How to send appointment letter in email?

**Step 1:** Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Documents’ submenu.

![](/files/zENBmCawg2xdPlFlUqOs)

**Step 2**: Select ‘Category’, ‘Select Template’, ‘Select Employee’ from the respective fields. You can click on the CC, BCC and add email ids.

**Step 3**: Click on the ‘Send Mail’ button to send and the appointment letter will be sent to employee over the email. You can also and click on the ‘Download’ button.

![](/files/XS5ejFAmFjxNzJOZNyUt)

**Path**: Cloud Portal>Employee>Documents> Category>Select Template>Select Employee>Send Mail>Download

**Link**: <https://cloud.pockethrms.com/Payroll/HRLetter/ViewTemplate>

For any queries, contact <support@pockethrms.com>

### 5. How to send employees document by email?

**Path**: Cloud Portal > Employee > Document > Select Employee Code > Select Template > Edit Letter (if needed) > Send Email

\
**Step 1:** Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Documents’ submenu.

![](/files/RgIThn4BrVpsfwwwAZvX)

**Step 2**: Select employee status, Category, Template and Employee from the respective fields as required.

![](/files/5zq6S0s2ABK7sopLGuE2)

**Step 3**: You can edit the email below if needed and click on the ‘Send Mail’ button and the email will be sent accordingly.

![](/files/jVp0bXZ1QlCtDtIDnc0b)

**Note**: You can go to employee’s profile to [check employee documents](https://docs.pockethrms.com/faqs/cloud-portal/employee/employee-list/profile/employee-document#id-1.-how-to-upload-employee-document-such-as-experience-letter-from-cloud-portal).

**Link**: <https://cloud.pockethrms.com/Payroll/HRLetter/ViewTemplate>

For any queries, contact <support@pockethrms.com>

### 6. How to upload employee document (increment letter, promotion letter)?

**Path**: Cloud Portal > Employee > Document > select employee status (live/ left/ all) > Category > Select Template > Select Employee > add CC & BCC > make required changes > Send Email/Download

**Step 1**: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Document’ submenu.

**Step 2**: Select employee status (live/ left/ all) and Category. Select Template, Select Employee, you can click on the CC & BCC to add respective email ids. Click on the ‘Send Mail’ or ‘Download’ button.

![](/files/OvU0legofyn8P1OuMfR8)

**Note**:

* If you click the ‘Send Mail’ button, and the document will be sent to employee via email.
* If you click on the ‘Download’ button the same document will also be saved in the employee’s profile.

**Link**: <https://cloud.pockethrms.com/Payroll/HRLetter/ViewTemplate>

For any queries, contact <support@pockethrms.com>

### 7. How to generate/download increment letter?

To generate/create any HR letter in HRMS follow the path mentioned below:

**Path:** Cloud login > Employee > Document > Select the category > Select Template as Increment > Select the employee > Either you can Sent the letter to the employees’ email or you can download the letter and share with employee.

**Step 1**: Login to cloud portal, go to ‘Employee’ menu and select ‘Documents’ sub-menu.

<figure><img src="/files/YAGItRCotA2ZB3bbAUFn" alt=""><figcaption></figcaption></figure>

**Step 2:** Select the ‘category’, scroll down to choose ‘Select template’ as ‘Increment Letter’ from the drop-down, select the ‘Employee’ and click on ‘Download’.

![](/files/cGTiFkOknOQJGnb3vaqx)

![](/files/IGvH5o27Hv9vETCpRFu6)

**Note-** if you want to send the Increment letter via email to any employee, then click on ‘Send Email’.

![](/files/L7dobjJKFYGbDszA3Z0o)

\
**Note:** To get the increment letter option from drop-down it is necessary to be added in the system. Refer the link below to add letter head in the system: <https://docs.pockethrms.com/faqs/cloud-portal/ess-settings/hr#how-to-add-letter-head-in-the-hr-letter>

Link: <https://cloud.pockethrms.com/Payroll/HRLetter/ViewTemplate>

For any queries, contact <support@pockethrms.com>

### 8. How we can generate confirmation letter in cloud?

To generate/create any HR letter in HRMS you need follow the path below:

**Path:** Cloud login > Employee > Document > Select the category > Select the Increment template > Select the employee > Either you can Sent the letter to the employees’ email or you can download the letter and share with employee.

**Step 1:** Login to Cloud portal, go to ‘Employee’ in the menu, and select ‘Document’ in the sub-menu.

<figure><img src="/files/PHhjlQy1t33xq9UmoA1z" alt=""><figcaption></figcaption></figure>

**Step 2:** Select ‘Category’ as per your requirement, scroll down to ‘Select Template’ as Confirmation Letter, from the drop-down, put the name of employee in ‘Select Employee’ section, and click on ‘send mail’ or ‘Download’.

![](/files/zbwFW1uXaZCfBB9AWDxC)

![](/files/tc3N9FsPXs07RAX7uEk1)

**Note:** Either you can Sent the letter to the employees’ email or you can download the letter and share with employee.

**Link:** <https://cloud.pockethrms.com/Payroll/HRLetter/ViewTemplate>\
**Note:** the Letter template should be saved in the system for that please refer to the link <https://docs.pockethrms.com/faqs/cloud-portal/ess-settings/hr#how-to-add-letter-head-in-the-hr-letter>

For any queries, contact <support@pockethrms.com>

### 9. How we can generate confirmation letter in cloud

To generate confirmation letter in cloud, refer the link below:

<https://docs.pockethrms.com/faqs/cloud-portal/employee/documents#id-8.-how-we-can-generate-confirmation-letter-in-cloud>

&#x20;For any queries, contact <support@pockethrms.com>

### 10. How we can generate increment letter via HRMS?

To generate/create any HR letter in HRMS you need follow the path below:

**Path:** Cloud login > Employee > Document > Select the category > Select the Increment template > Select the employee > Either you can Sent the letter to the employees’ email or you can download the letter and share with employee.

**Step 1**: Login to cloud portal, go to ‘Employee’ menu, and select ‘Document’ submenu.

<figure><img src="/files/bE4EyNk93k0MbrQM4NwV" alt=""><figcaption></figcaption></figure>

**Step 2:** Select ‘Category’, select ‘Template’ as ‘Increment’, and select ‘Employee’ as per your need.

![](/files/h25BUEGwYHhaU8nb6APO)

![](/files/Cr0Csmn1fUK8paw3lLqF)

**Step 3:** Then, either you can Sent the letter to the employees’ email or you can download the letter and share with employee. If you want to send mail click on ‘Send Mail’ or in case you want to download the letter and share it click on ‘Download’.

<figure><img src="/files/COVW3nKe6jr6vo8f4yyn" alt=""><figcaption></figcaption></figure>

\
**Note:** the Letter template should be saved in the system for that please refer to the link <https://docs.pockethrms.com/faqs/cloud-portal/ess-settings/hr#how-to-add-letter-head-in-the-hr-letter>

**Link:** <https://cloud.pockethrms.com/Payroll/HRLetter/ViewTemplate>

&#x20;For any queries, contact <support@pockethrms.com>

### 11. How to send warning letter via HR letter to the employee? Or How to assign a letter?

To share any letter through system firstly you need to create the HR Letter template for that kindly refer to the link below:

{% embed url="<https://docs.pockethrms.com/faqs/cloud-portal/ess-settings/hr#how-to-add-letter-head-in-the-hr-letter>" %}

\
After the template created in the system, follow the path below:

**Path:** Cloud portal > go to Employee > Documents > Select Category > Select template and Employee code > Scroll down and check the format or edit the content as required > Download or send email to the employee.

**Step 1:** Log in to the **Cloud portal**, go to the **‘Employee’** menu, and select **‘Documents’**.

<figure><img src="/files/QoC9mxgoEP2QZfZwrIld" alt=""><figcaption></figcaption></figure>

**Step 2:** Fill **‘Category’**, the specific **‘Template’**, and the **‘Employee code’**.

<figure><img src="/files/MFs2atRwweCpFyku7Kg7" alt=""><figcaption></figcaption></figure>

![](/files/ahxYPN3ePOpaaPQPdPmb)

**Step 3:** Scroll down to preview the document. You can **check the format** or **edit the content** on this page as required.

<figure><img src="/files/CL9XARKKA70c3TiNAQ2f" alt=""><figcaption></figcaption></figure>

**Step 4:** Once the document is finalized, scroll up to click **‘Download’** to save it or **‘Send email’** to send it to the employee.

![](/files/Cp8BTwwbBAZd0cbu30Bl)

**Link:** <https://cloud.pockethrms.com/Payroll/HRLetter/ViewTemplate>

&#x20;For any queries, contact <support@pockethrms.com>


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