Letters and Emails Overview

Employee correspondences can be generated directly from PeopleWerksHR using their data merged into user-defined templates.  These correspondences can be sent out as an e-mail, as a pdf document attached to an e-mail, as a document sent for electronic signature or as a printed copy sent by standard mail or hand delivered.  Once sent, a copy can be recorded in the employee’s record so that it can be viewed at a later time.

Begin by creating templates that you can save for use in the future.  Share templates with others so that they can use the same template to send out information to employees.  Changes to a shared template can only be saved by the owner of the template.  Templates can be duplicated.

There are four easy steps in creating a document template and sending the customized document to a group of employees.

1. Build template content
2. Build distribution list
3. Preview
4. Send

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