🔹HR Letter

1. How to Add Learning Certificate Template?

You can add the Template section by adding it in letter head. Follow the path below to know the process:

Path: Cloud Portal > Settings > HR > HR-letter > Plus (+) icon > Select Template Type as Learning Certificate from the drop-down Fill in details (as per Your need) > Save Template

Step 1: Login to the cloud portal, go to the ‘Setting’ menu, and select ‘HR’ tab.

Step 2: Then select ‘HR Letter’ option, and click on the ‘+ icon’ on the right corner.

Step 3: Select ‘Template Type’ as ‘Learning Certificate’ from the drop-down, fill in other details such as enter ‘Template name’ as per your need, fill in the ‘Subject’, and other details as per your requirement, then scroll down to click on ‘Save Template’.

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=hr&submodule=HRLetter

For any queries, contact [email protected]

2. How to put signature in any (confirmation, appointment, etc) letter?

To put the signature in the confirmation letter you can showcase it by adding a signature image in the confirmation letter while configuration by following path as:

Path: Login to Cloud > Settings > HR > HR Letter > Click on the three dots in front of the letter to Edit > Click on insert > Image > select the signature image by clicking on the icon at the right-side pf the ‘Source’ column > check the dimension > Click on OK > Save Template.

Step 1: Login to the cloud portal, go to ‘Settings’ menu and select ‘HR’ tab.

Step 2: Select ‘HR letter ‘option, then click on the ‘3 dots’ of the letter in which you want to add the image for signature and click on ‘Edit’ option.

Step 3: From the ‘Insert’ drop-down select ‘Image’ option, then in the ‘Source’ field, click on the ‘Icon’ on the right, to upload the signature image from your system (After uploading, the system will automatically fetch other details such as source link, image title, dimensions, etc). Note: You can change the ‘Dimensions’ of the image as per your need from the ‘Dimension’ field manually.

Step 4: After making changes in dimensions if required, click on ‘Ok’ and the scroll down to select ‘Save Template’.

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=hr&submodule=HRLetter#

For any queries, contact [email protected]

3. How can we modify the offer letter we have configured in the system?

To modify the offer letter or any letter template you can do it form the path below: Path: Cloud login > Go to Settings > HR > HR Letter > Click on the three dots of the Offer Letter label > Click on Edit > Make the changes as per requirement > Save template Step 1: Log in to the ‘Cloud’ portal and go to the ‘Settings’ menu.

Step 2: Under the ‘HR’ tab, select ‘HR Letter’.

Step 3: Click on the three dots of the ‘Offer Letter’ label and click on ‘Edit’.

Step 4: Make the changes as per requirement and scroll down to click ‘Save template’.

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=hr&submodule=HRLetter

For any queries, contact [email protected]