Letter Template

Overview

Create reusable letter templates once, then generate personalized employee letters in seconds.


Letter Templates lets HR and Admin users build standard letters, such as offer letters, appointment letters, confirmation letters, experience certificates, and salary revision letters, and generate them for any employee with a few clicks. Dynamic variables pull in details like the employee’s name, joining date, and CTC automatically, so every letter is personalized without retyping anything.

How it works, in short

  1. Create a template - write the letter once, using dynamic variables wherever employee or company details should appear.

  2. Generate a letter - pick the template and the employee, fill in any extra details, and click Generate.

  3. PrimeHR fills in the details - variables are replaced with the employee’s and company’s information, and the letter is ready to use.

How to Access Letter Templates

  1. Log in to the Admin Panel.

  2. Go to HR Module → Letter Template.

How to Create a Letter Template

  1. Go to the Letter Template page.

  2. Click Add Letter.

  3. Enter a Template Name.

  4. Write the letter content in the editor.

  5. Insert dynamic variables wherever employee or company information should appear (see below).

  6. Click Save.

Once saved, the template appears in the Letter Template dropdown, ready to use when generating a letter.

Dynamic Variables

Dynamic variables are placeholders in square brackets that PrimeHR replaces with real information when a letter is generated. For example, instead of typing your company name, use [company_name], and PrimeHR fills it in automatically.

  • [name] - the employee’s name

  • [joining_date] - the employee’s joining date

  • [ctc] - the employee’s cost to company (CTC)

  • [current_date] - the date the letter is generated

  • [company_name] - your company name

  • [company_logo] - your company logo

  • [company_address] - your company address

  • [company_phone] - your company phone number

  • [company_email] - your company email

Values come from your company settings, the employee’s profile, or payroll details, depending on the variable. If the information isn’t filled in there, it can’t appear in the letter, so make sure profiles are up to date.

How to Generate a Letter

  1. Open the Generate Letter section.

  2. Select a template from the Letter Template dropdown.

  3. Search for and select the recipient. PrimeHR uses their profile to fill in the variables.

  4. Fill in any additional fields shown for the selected template (see below).

  5. Choose whether to add salary components, if the option is available.

  6. Review the details.

  7. Click Generate.

Template-Specific Fields

Some templates need details that aren’t stored in an employee’s profile. When you select one of these templates, the Letter Content section shows extra fields to fill in, and whatever you enter replaces the matching variables in the letter.

For example, an Interview Invitation Letter may ask for:

  • Candidate Name - the candidate’s full name

  • Insert Date - the interview date

  • Insert Time - the interview time

  • Insert Address - the interview venue or office address

How to Edit a Letter Template

  1. Open the Edit Letter section.

  2. Select a template from the Select Letter dropdown.

  3. Update the content, formatting, or dynamic variables as needed.

  4. Tick or untick Include Salary Components, if applicable.

  5. Click Save Letter.

Changes apply only to letters generated from now on. Letters already generated stay as they were.

Letter Body Editor

The editor gives you the tools to format professional letters:

  • Bold, italic, and underline

  • Text alignment and font formatting

  • Bulleted and numbered lists

  • Tables and images

  • Layout and content formatting

Include Salary Components

Add a detailed salary breakdown to a letter - commonly used for offer letters, appointment letters, and salary revision letters.

  • Enabled - an extra page with the employee’s salary components is added to the generated PDF

  • Disabled - no salary breakdown page is included

Why it helps

  • Generate employee letters in seconds, instead of writing each one from scratch

  • Every letter follows the same professional format

  • Employee and company details are filled in automatically, with fewer typing errors

  • Create a template once and reuse it whenever you need it

  • Update content, formatting, and salary details whenever your policies change