Once you have created a letter in Solution Host, you can issue it to an employee. The letter goes to their My Tasks area, and you can track when it is sent, viewed, and signed.
Step 1: Find the letter you want to issue
In Solution Host, go to Letters from the sidebar.
In the Letters list, find the letter you created for the employee.
Step 2: Issue the letter
Click the option to issue the letter (for example, an Issue button or menu option).
When prompted, select the employee you want to send it to.
Confirm the issue action.
After you issue:
The letter appears in the employee’s My Tasks area.
They can open, read, and (where applicable) sign the letter.
Step 3: Track the letter’s status
In the Letters list, find the issued letter.
Click the tracking button on the letter record.
Review the tracking information:
Sent: The date and time the letter was issued.
Viewed: When the employee opened the letter.
Signed: When the employee signed or acknowledged the letter (if required).
You can use this information to follow up with employees who have not yet viewed or signed the letter.
Step 4: Download or delete the letter record
From the letter record, you can:
Download the letter as a PDF for your files or for sharing with relevant stakeholders.
Delete the letter if it was created or issued in error (subject to your internal policies and any legal requirements).