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How do I use HR letter templates and save letters in Solution Host?

How do I download, edit and issue HR letters from the HR module?

Written by Hayley Jones
Updated today

Where to find letter templates

  • Go to the HR module and open the Document Area.

  • Here you find Word-based HR letter templates (for example, offer letters, disciplinary letters and other standard communications).

How to download and edit a letter template

  1. Browse the letter templates and download the one you need.

  2. Open the Word file on your computer.

  3. Complete or amend the grey sections in the document. These are the areas you must personalise.

How to add the letter back into Solution Host

  1. In the Word document, select all content and copy it.

  2. Go back to the HR module and open Letters.

  3. Create a new letter, give it a clear title, and paste the content into the editor.

  4. Save the letter.

What can I do with the saved letter?

After saving, you can:

  • Issue the letter to the employee.

  • Download it as a PDF.

  • Send it for signing, where electronic signature is supported.

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