Letter Requests Workflow

Updated in July - 2024 | Subscribe to watch greytHR how-to video

A smooth letter request workflow is important in an organization. It ensures efficient and hassle-free processing of letter requests, saving time and effort for both the requester and the organization. It helps in timely and accurate communication, enabling individuals to obtain the required letters promptly for various purposes like employment, education, or legal matters.

Here is a video for you to gain a clear understanding:

Perform the following steps to create a smooth letter request workflow:

1. Admin configures letter templates.

2. Admin configures signatories for letter templates.

3. Admin creates letter templates.

4. Employee raises request or Manager raises a request letter on behalf of the team member.

5. Employee tracks request.

6. Reviewer reviews letter requests.

7. Admin tracks employee's letter requests.

8. Admin monitors letter requests.

9. Admin generates and publishes letters.

10. Employee download letters or Employee views documents on the mobile app.

11. Admin views the number of letters generated.

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