HR Duo System Guide
How to create a letter template
https://vimeo.com/hrduo/createalettertemplate?share=copy
Instructions
Go to HR Content Hub and select Letters
Click Create Template
Select the Jurisdiction
Choose a letter Category
Add the Title of the letter template (2nd review).
Untoggle Anyone Can Edit, to restrict editing the document to just the creator.
You can also add the Guidance Note and the Sending Note
Press Continue
Create the letter: a) By typing @ and selecting a chosen field, this will pull information from the employee you are sending the letter to when creating a draft, or b) By typing / you get commands.
You can also use the Letter Settings options on the right to add a field, i.e. employee name, address, email, date etc.
Font, colours and layout can be changed using the Text options on the left.
When the letter template is complete, click Save. The template is now created.
Toggling Active allows access, to create a draft of the letter.