Issuing an appointment letter

Issue an appointment letter to a confirmed employee. The letter is generated and the employee is notified. (You can also reach this action from Issue Appointment in the quick-create menu.)

1. Employee Lifecycle — Open the Employee Lifecycle group in the menu.

2. Appointments — Then choose Appointments.

3. Issue Appointment — Click Issue Appointment at the top right.

4. Employee — Pick the confirmed employee.

5. Working Hours — (Optional) e.g., "9:00 AM — 6:00 PM, Mon to Sat".

6. Issue Letter — Generate the letter — the row’s status changes to Issued and the employee is notified.

Availability

The Employee Lifecycle area may not be turned on for your company yet. If you don't see it in your menu, it isn't enabled — check with your HR or IT team.

Steps

1. In the left menu, open Employee Lifecycle and choose Appointments.
2. Click Issue Appointment. A panel slides in from the right.
3. Fill in:
   • Employee — pick the confirmed employee.
   • Working Hours — optional, for example "9:00 AM — 6:00 PM, Mon to Sat".
4. Click Issue Letter.

The letter is generated, the employee is notified, and the row's status changes to Issued. You can then download the letter from the Actions column on the Appointments list.