The Manage Letter / Certificates feature allows users to request and manage various employee-related letters and certificates (e.g., salary certificate, employment letter, experience certificate) through the HR application.
Navigation Path: Personnel Administration → Letter / Certificates → Manage Letter / Certificates
Search for Existing Letters or Certificates

1. Search Filters:

• Employee: Select the employee whose letter/certificate you want to view.
• Status: Choose the status of the request (e.g., Approved, Pending, Rejected).
• Company: Select the employee’s company.
• Letter / Certificate Type: Choose the type of letter or certificate.
• Period: Define the time period, if applicable.

       2.Click Search to view results.

Request a New Letter or Certificate

1. Click the New Letter button to initiate a new request.
2. Enter the Required Details:

• Requested For: Select the employee for whom the letter is required.
• Company: Choose the applicable company.
• Letter Type: Select the letter or certificate type (e.g., Employment Letter, Salary Certificate).
• Letter / Certificate Category: Choose the appropriate category.
• Employee Name As Per: Choose whether the employee's name should appear as per Passport, Visa, or other official record.
• Job Title / Position As Per: Select whether to use the title from Organizational Hierarchy or Job Title settings.
• Signed By: Select the person authorized to sign the document.

       3. Save the Request- Click Save to submit the letter/certificate request.

       4. View the Letter- Once the letter is generated, click View Letter to preview or download the document.

Employees or authorized users can initiate a Letter and Certificate request through the workflow