Before generating employee documents, make sure you have:
\u2022 Company Admin or HR Admin access to PeopleManager
\u2022 document templates already created
\u2022 letterhead or company branding configured (if required)
\u2022 employee records available in the system
\u2022 permission to generate and send documents<\/p>\n\n\n\n
If templates or letterheads are not configured, complete those first to ensure documents are generated correctly and professionally.<\/p>\n\n\n\n
Employee documents such as offer letters, contracts, and HR letters are critical for compliance and communication. Generating them through PeopleManager ensures consistency, secure storage, and proper tracking of delivery status.<\/p>\n\n\n\n
1. Sign in to Synclo and open PeopleManager<\/strong> 2. Navigate to Document Management<\/strong> 3. Open Employee Documents<\/strong> 4. Filter and select employee<\/strong> 5. Generate the document<\/strong> 6. Preview the document<\/strong> 7. Send or download the document<\/strong> 8. Mark the document as delivered<\/strong> 9. Update templates if needed<\/strong> After generating and delivering documents, you can: This keeps all employee-related documentation centralized and easily accessible.<\/p>\n\n\n\n
Log in to app.synclo.com with HR or Company Admin access. From the main navigation, open PeopleManager.<\/p>\n\n\n\n
Go to Manage Company > Documents Management > Generate Employee Documents<\/strong> to access document generation features.<\/p>\n\n\n\n
Enter the Employee Documents section where all document generation and tracking takes place.<\/p>\n\n\n\n
Use the filter drawer to find the employee by name, department, or other criteria, and select the required document type.<\/p>\n\n\n\n
Click Generate Employee Document<\/strong> to create the document using the selected template.<\/p>\n\n\n\n
Open the generated document in PDF or e-copy format to review formatting, content, and placeholders.<\/p>\n\n\n\n
Choose Send Document Via Email<\/strong> to share it directly with the employee, or download\/print it based on your process.<\/p>\n\n\n\n
After sending or handing over the document, click Mark Delivered<\/strong> to update the document status in the system.<\/p>\n\n\n\n
If changes are required, go back to Document Templates<\/strong> or Letterhead Setup<\/strong> to modify formatting or content.<\/p>\n\n\n\nWhat happens next<\/h2>\n\n\n\n
\u2022 track document status and delivery history
\u2022 store documents securely within employee profiles
\u2022 regenerate or update documents when needed
\u2022 ensure compliance with HR documentation requirements<\/p>\n\n\n\n<\/h2>\n","protected":false},"featured_media":0,"template":"","help_category":[19],"help_tag":[32,33,37,47,54,62,73],"class_list":["post-55","help_article","type-help_article","status-publish","hentry","help_category-documents","help_tag-document-generation","help_tag-document-management","help_tag-employee-documents","help_tag-hr-letters","help_tag-letterhead","help_tag-peoplemanager","help_tag-templates"],"yoast_head":"\n