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Track and review all letter activity

You can monitor all letter activity from the HR > Letters screen. You can search the history of letter activity by:

  • Worker - search for all letters sent to a specified worker.
  • Letter type - search of all letters generated from a specific template, e.g. all Probation Successful Letters.
  • Sender - search for all letters sent by a specific Xemplo user. 
  • Status - search for all letters by status. A letter will appear in the list with one of the following statuses:
    • Draft - the letter has been created but has not been sent to the worker.
    • Pending - the letter has been sent to a Manager for review and signing before being sent to the worker. 
    • Unread - the letter has been sent to the worker for review.
    • Read - a letter that requires the worker's acknowledgement or signature has been opened, but has not been acknowledged or signed yet. 
    • Completed - the letter was read and acknowledged or signed by the user, and it now complete. 
    • Cancelled - the letter was previously cancelled by an authorised user. 

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To view a letter, select the letter from the list. You can download the letter, and if the letter has not yet been completed or previously cancelled, you can cancel the letter. 

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