Letters

Generate

The Generate category allows users to create new letters based on predefined types and customize them with relevant employee data.

Interface Overview:

• Navigation Path: Users see the path "Home • Letter • Generate" to indicate their location within the system.

• Employee Selection: A search bar for selecting employees to whom the letter will be addressed.

• Letter Type Dropdown: A selection field for choosing the type of letter being generated.

• Created Date: The date when the letter was created, which is displayed alongside the relevant letters.

Table of Generated Letters:

• The main area features a table displaying:

1. Employees: The names of employees associated with the letter.

2. Letter Type: The type of letter generated.

3. Created: The date of creation.

4. Action: Options for managing the letter.

When the table is empty, a message indicating "No data available in table" is shown.

Adding a New Letter:

• Clicking the "Add New" button leads to a form for creating a new letter, which includes:

1. Letter Type: A dropdown to select the type of letter.

2. Employees: A field for selecting the employee.

3. Adjustable Space Settings: Users can set margins (left, right, top, bottom) in pixels.

4. Description Field: A space to add additional information or context.

5. Available Variables: A list of dynamic variables that can be inserted into the letter template, such as:

##CURRENT_DATE##

##EMPLOYEE_NAME##

##COMPANY_NAME##

• Save and Cancel Buttons: Options to save the new letter or cancel the operation.

• Preview Letter: Functionality to preview the letter before finalizing it.

Template

The Template category enables users to manage predefined letter templates that can be used for various purposes within the organization.

Interface Overview:

• Navigation Path: Displays "Home • Letter • Template" to guide users.

• Search Bar: Allows users to search for specific templates by title.

Table of Templates:

• A list of available letter templates is displayed, including:

1. Title: The name of each template (e.g., Welcome Letter, Offer Letter).

2. Action: Options to manage or edit the templates.

When there are no templates, the table will show "No data available in table."

Adding a New Template:

• The "Add Template" button opens a form for creating new templates, which includes:

1. Title: A mandatory field for naming the template.

2. Description: A field for providing additional details about the template.

3. Available Variables: A list of dynamic variables that can be utilized in the template, similar to those in the Generate section.