How to Use

1. Upload Employee Data

Click on the upload area or drag and drop your Excel file (.xlsx or .xls) containing employee data.

Required Excel Columns:
Column NameDescriptionExample
nameEmployee full nameJohn Doe
positionCurrent positionTrainee
dateLetter date2080/04/04
newPositionNew position after promotionAssociate Software Engineer
effectiveDateEffective date of change1st Shrawan, 2080
previousTotalPrevious annual salary276000
basicSalaryBasic monthly salary25800
dearnessAllowanceDearness allowance12040
totalCashComponentTotal cash component37840
pfEmployeePF Contribution (Employee)2580
grossSalaryGross monthly salary40420
lunchAllowanceLunch allowance5000
pfEmployerPF Contribution (Employer)2580
totalTotal monthly amount48000

Click here to download sample Excel file

2. Configure Settings

Click the Settings button (gear icon) in the top right corner to configure:

SettingDescriptionDefault
SubjectThe letter subject linePromotion and Raise Letter
Company NameYour company name for the signatureYour Company Name
Signatory NameThe person signing the letterYour Name
Signatory DesignationThe signatory's job titleHR Officer
3. Template Customization

The template is pre-configured with a standard raise letter format. You can customize it by:

  • Clicking "Editor" tab to modify HTML directly
  • Using the toolbar buttons for formatting (Bold, Italic, Underline, Headings, Tables, etc.)
  • Clicking placeholder buttons to insert dynamic fields
  • Clicking "Reset" to restore default template
  • Clicking "Save Template" to save your custom template
Available Placeholders:
PlaceholderDescription
{name}Employee name
{position}Current position
{date}Letter date
{newPosition}New position (promoted)
{effectiveDate}Effective date
{previousTotal}Previous annual salary
{basicSalary}Basic salary
{dearnessAllowance}Dearness allowance
{totalCashComponent}Total cash component
{pfEmployee}PF (Employee)
{grossSalary}Gross salary
{lunchAllowance}Lunch allowance
{pfEmployer}PF (Employer)
{total}Total amount
{subject}Letter subject (from settings)
{signatoryName}Signatory name (from settings)
{signatoryDesignation}Signatory designation (from settings)
{companyName}Company name (from settings)
Custom Fields (Create Your Own)

You can add your own custom columns in the Excel file and use them in the template. The system automatically detects any additional columns and makes them available as placeholders.

Example: Adding Custom Fields

Suppose you want to add department and employeeId to your Excel:

namepositiondepartmentemployeeId...other columns
John DoeSoftware EngineerIT DepartmentEMP001...
Jane SmithProduct ManagerProductEMP002...
How to Use Custom Fields in Template:

Simply use the column name as a placeholder with curly braces. The system converts column names to lowercase and removes spaces:

  • {department} → IT Department
  • {employeeId} → EMP001
Example Template Code:
<p>Dear {name},</p>
<p>We are pleased to inform you about your promotion in the <strong>{department}</strong> department.</p>
<p>Your Employee ID: {employeeId}</p>
<p>Position: {position} → {newPosition}</p>
<p>New Salary: {total}</p>

<p>Best regards,</p>
<p>{signatoryName}<br/>
{signatoryDesignation}<br/>
{companyName}</p>
Tips for Custom Fields:
  • Use simple column names without special characters (use letters, numbers, not symbols)
  • Column names are converted to lowercase automatically
  • Spaces in column names are removed (e.g., "Employee ID" becomes {employeeid})
  • You can mix standard and custom fields together
4. Generate Letters

Select an employee from the list to preview their letter. You can:

  • Copy Text - Copy formatted text to paste in email
  • Download - Download individual PDF
  • Download All - Download all letters as ZIP file
5. Privacy & Security
  • Your employee data is processed entirely within your browser
  • No data is uploaded to any server
  • Template and settings are saved locally on your device (encrypted)
  • You can clear data by clearing browser's local storage
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