Important
HR Admin access required
NOTE: If you're accessing this for the first time, we recommend checking out the "Introduction to Tasks" tutorial for some helpful guides to get your started.
Step by Step Guide
- Log in to your Yomly account using your dedicated business URL
- Go to the MAIN MENU > TASKS
- Select the 'Requests' tab
- Click the 'Respond' button on the right
- Review the details of the letter
- If any information need to be manually added:
- Click 'Download'
- Update the details of the letter in your device
- Save as a .pdf file
- Upload the .pdf file in the same page (this will only change the employee's letter template and will not affect the generic template)
- Click 'Approve'
NOTE: Once a letter is approved, it will disappear from the Task list and will be saved in the employee's Documents page. To learn more about Approvals and Actioning Tasks, check out our Knowledge Hub.
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