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HR Documents

Every HR document, in one secure vault

Generate, store and deliver employee documents — from offer letter to relieving letter, without a mail merge.

Kredily’s HR document management generates letters from templates that auto-fill from the employee record, keeps every document — offer letters, ID proofs, policies, certificates — in one permissioned vault, delivers released letters straight to the employee app, and logs who did what, when. Free to start for unlimited employees.

AI letter drafting built in Offer, increment & relieving letters Delivered to the employee app Policy acceptance & expiry alerts
HR Documents · Letters
Kredily HR & People directory — employee records, org chart and lifecycle Kredily HR & People directory — employee records, org chart and lifecycle Kredily HR & People directory — employee records, org chart and lifecycle Kredily HR & People directory — employee records, org chart and lifecycle
AI drafts it with you

Describe the letter. AI writes it on your template.

Grounded in your templates and the employee’s real record — and nothing generates until every field is filled.

Chat a letter into existence

“Draft an increment letter for Rahul Verma with the revised CTC.” The AI drafts on your company templates, pulls the salary table in, and a good draft saves back as a reusable template.

Employees ask the Copilot

“Where’s my experience letter?” “Request an address-proof letter for my bank.” Role-gated: employees see their own documents, managers their team’s, HR everything.

Guardrails on every generate

An unfilled-field checklist blocks generation until every merge field resolves — no letter goes out with a blank where the CTC should be. Every generate and release is logged.

Letter generation

Templates that fill themselves from the employee record

Name, dates, designation, manager, salary — about 25 system fields merge automatically; you only type what’s genuinely new.

Templates & merge fields

  • Rich template editor with a searchable merge-field picker showing real sample values
  • Unknown-tag linting catches a broken field before it prints
  • Multiple templates per letter type, with a default; duplicate with Save-as-New

Live preview & bulk

  • Side-by-side A4 preview on your letterhead, re-rendering as you edit — no blind generation
  • Generate for many employees at once — increment season in one pass, with per-employee preview tabs and per-row progress
  • PDFs are password-protected per employee

Branding & signatures

  • Company letterheads with header and footer art, managed as reusable assets
  • Authorized signatories — upload, crop and place a real signature per letter type
  • Letter setup maps each type to its template and signatory, with a clear “signature assigned” status
Request to release

A lifecycle, not a print queue

The letters that matter

Offer, appointment/joining, increment, experience, relieving, salary certificate and address proof — from templates, plus custom letter types you define.

Employee requests

Employees request a letter with a reason from the allowed types; managers can request for their team. HR sees pending and released queues with aging badges.

Release, on your schedule

Release immediately or set a release date; employees are notified by email when their letter is ready.

Delivered to the app

Released letters land in the employee’s “My Letters” wallet with a Requested → Generated → Released tracker — preview and download anytime, no emailing HR.

Audit trail

Every letter carries a timeline — requested, generated, released, by whom and when — so audits and disputes have a record, not a memory.

🗎

Form 16, alongside

Employee tax certificates are generated in Kredily Payroll from your TRACES Part A/B and delivered to the same employee app.

The vault

Storage that knows what it’s holding

Per-employee vault

Offer letters, ID proofs, contracts and certificates organised by type against each employee record — not a shared drive of folders named “final_v2”.

Policy acceptance

Publish HR policies and track who has read and accepted them, with an audit trail per employee.

Expiry alerts

Get notified before IDs and contracts lapse, so renewals happen on time instead of at the audit.

Permissioned access

Role-based access controls who can view or download sensitive documents — employees see their own, managers their team’s, per your policy.

Intelligence built in

Document ops you can measure

Letter activity reports into the same analytics layer as the rest of Kredily.

Volume by type

Letters issued by type and by month — see increment season and offer waves as they actually happened.

Turnaround & aging

Request-to-release turnaround per letter type and a pending-aging view, so no employee’s request quietly stalls.

Connected records

Increment letters sit beside the salary revisions that triggered them — one platform, one story. Explore Workforce Intelligence.

How it works

From template to signed-off letter

1

Set up once

Add your letterhead, upload signatories, and map each letter type to its template — starter templates included.

2

Generate or approve

Draft manually or with AI; system fields auto-fill from the record, the live preview shows exactly what prints, and the checklist gates Generate.

3

Release & track

Release to the employee app, track policy acceptance, and let expiry alerts watch the vault for you.

FAQ

Document management questions, answered

Which letters can Kredily generate?
Offer, appointment/joining, increment, experience, relieving, salary certificate and address-proof letters from templates — plus any custom letter type you create. Around 25 system fields (name, dates, designation, manager, salary) auto-fill from the employee record.
Can AI draft letters for me?
Yes. Describe the letter in chat — “draft an increment letter for Rahul with the revised CTC” — and the AI drafts on your company templates with the salary table filled in. You preview before anything generates, and good drafts save back as reusable templates.
Can employees request letters themselves?
Yes. Employees request from the letter types you allow, with a reason, and track a Requested → Generated → Released stepper. Once HR releases the letter it’s available to preview and download in the employee app. Managers can raise requests for their team members too.
Can I generate letters in bulk?
Yes — select multiple employees and generate in one pass with per-row progress and per-employee preview tabs. Increment season stops being a week of mail merge.
Is there an audit trail?
Yes. Every letter carries a timeline of who requested, generated and released it and when, and policy acceptance is tracked per employee — a record you can show an auditor.
Can employees accept policies online?
Yes — publish policies and track which employees have read and accepted them, with an audit trail.
Will I be warned before documents expire?
Yes. Expiry alerts notify you ahead of time for documents such as IDs and contracts so they don’t lapse unnoticed.
Who can access sensitive documents?
Access is controlled by role-based permissions — employees see their own documents, managers their team’s where allowed, and only authorised roles view or download sensitive files. Generated letter PDFs are additionally password-protected per employee.
Is document management free?
You can start free for unlimited employees on the Free Forever plan; letter generation and document features scale with Kredily’s paid plans — see pricing or talk to our team for what’s included in each.

Every HR document, generated and in order.

Letters from templates, a permissioned vault, and delivery to the employee app — with an audit trail throughout.