Lifecycle letters

As an employee moves through their lifecycle, the system produces formal letters: the offer letter, the appointment (confirmation-of-employment) letter, increment letters from promotions, performance warning letters, and relieving and experience letters on exit. Each letter can be previewed, downloaded as a PDF, and regenerated.

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.

Where letters appear

There isn't a single dedicated "Letters" screen in the menu. Instead, you reach a letter from the screen it belongs to:

• Appointment letters — from the Appointments screen, use the download button on a row that has been issued.
• Offer letters — from the Offers screen and the offer detail screen.
• Increment letters — alongside the related promotion.
• Warning letters — alongside the related warning letter.
• Relieving and experience letters — alongside the related separation.

An employee's letters are also collected on their profile so you can see them all in one place.

Steps

1. Open the screen that the letter belongs to (for example Appointments for an appointment letter).
2. Use the download or view action on the row.
3. To get a fresh copy after the underlying details changed, use the regenerate option for that letter.

Note

There is no standalone "Lifecycle letters" page. Each letter is previewed, downloaded and regenerated from the lifecycle screen that produced it — offers from Offers, appointments from Appointments, and so on.