How to release a letter through Keka?

Introduction

Keka provides you the option to generate letters like offer letters, appraisal letters, appointment letters, etc., through the portal itself in a very seamless manner. As admins do not need to draft and generate it separately for all the employees. 

Release a letter 

1. Go to the Org section of the Keka Portal, and click on Documents. 
2. You'll be taken to the Document Templates. 
3. Select any template which needs to be released. 
4. Then click on Generate beside the template. 
   
   
5. There are a total of 3 steps that need to be completed for the generation of a letter. 

• In the first step, select the employees by clicking on Select Employees or Use Excel. Then, click on Continue.
  
  
• Provide the necessary data that must be included in the letter for all employees during the second step, Prepare, and then proceed by clicking Continue.
  
  
• In the third step, Finalize, you may review the letter preview. Please click on Generate.
  
  

This is how you can generate any letter in the Keka Portal.