People & HR App Template

Bulk Employee Letter Generation

Bulk generate and send letters to employees that are personalized to each recipient, including dynamic clauses and any calculations such as remuneration
Bulk generate and send letters to employees that are personalized to each recipient, including dynamic clauses and any calculations such as remuneration

Key Features

  • Letter Generation

    Effortlessly codify existing employee letters to use as the master underlying template which all letters are generated from.

  • Bulk Upload

    Leverage Checkbox’s one-click bulk upload of employee information to generate bespoke letters for each employee.

  • E-signature

    Automatically collect e-signatures with out-of-the-box integrations.

  • Storage or Repositories

    Store all signed letters within Checkbox, or route to document repositories.

Benefits

  • Faster turn-around time for the contracts

    From automated bulk letter generation to email reminders to sign, the entire process is streamlined and designed to reduce the time spent on this repetitive task.

  • Eliminate errors

    The automation of generating letters using information from existing HCM databases ensures error-free letters are generated each time.

  • Easily customizable

    Through no-code, the letters can be maintained to reflect contract content, logic or format changes.

How Does Checkbox Automate This?

1. Collect or pre-fill employee details

Checkbox’s form-based user-interface allows new employees to quickly and easily provide their basic details, and can capture information dynamically depending on the employee’s role, pay grade etc. Checkbox also offers bulk-upload functionality to enable HR-led process initiation for current employees leveraging existing data.

2. Generate a draft letter or agreement for HR/Hiring manager review

Any approvals required from HR supervisors or hiring managers can be seamlessly captured using Checkbox’s human-in-the loop workflow functionality. Approvers can be sent a draft letter or agreement, which they can approve, edit or send back for further information.

3. Send a finalized document to employee for e-signature

Once finalized, Checkbox’s out-of-the-box e-sign integrations can be used to automatically send the document to all required signatories and cc’ed parties, before returning to the Checkbox platform as a fully signed agreement.

4. Monitor the status of all agreements and letters at-a-glance

Process administrators can use Checkbox Dashboards to manage and monitor the progress and audit trails of all letters and agreements. Dashboards also allow for bespoke analytics on data captured and time taken to support organizational efficiency initiatives.

See It Live Now

Access our App Template or request a free personalized demo today