Bulk Employee Letter Generation
Key Features
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Letter Generation
Effortlessly codify existing employee letters to use as the master underlying template which all letters are generated from.
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Bulk Upload
Leverage Checkbox’s one-click bulk upload of employee information to generate bespoke letters for each employee.
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E-signature
Automatically collect e-signatures with out-of-the-box integrations.
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Storage or Repositories
Store all signed letters within Checkbox, or route to document repositories.
Benefits
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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.
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Eliminate errors
The automation of generating letters using information from existing HCM databases ensures error-free letters are generated each time.
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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.