From the “Templates” tab of your dashboard, select “New Template.” 

From there, create a name for your template and select your letter-type. Note that you have the option to allow employees to generate letters for themselves. When you’re ready, “Create Template.” 

Customizing your Letter Template: Branding

Start to build out your template by uploading a logo and adding your signature: 

Upon uploading your company logo (preferably in .png format), you will have the option to format it according to your needs. Click directly upon the uploaded logo to trigger your formatting options:

Next, you may want to consider adding an electronic signature. To do so, you will have the option to type your name using Truework’s default font, or upload your own signature as a .png image: 

Once you are satisfied with your signature, select “Save.”

Customizing Your Letter: Variables

Variables, which appear in blue upon your letter template, draw and autofill employee data from your HRIS Platform. You can review all available variables by selecting the “+Variable” button on the upper left-hand corner of your template: 

To insert a variable, click on the spot where you would like it to appear in your text, and then refer to the drop-down menu. You remove variables by deleting them directly from the text: 

Once you’ve composed your draft, you can preview your letter by clicking the “Preview Letter” button on the right-hand corner: 

If you’re happy with your letter, select “Save.” Moving forward, you’ll be able to generate any custom letter from your Truework Admin Dashboard: 

Start testing!

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