Configure a Certificate of Experience in HRM

Create a personalised experience letter template using dynamic placeholders — ideal for offboarding, reference documentation, and employee recognition.

🔐 Access Control

• Only Admin users or staff with HRM setup permissions can configure experience letters
• From the Dashboard, use the side menu to navigate: HRM → System Setup → Certificate of Experience Settings

🧭 Step-by-Step: Configure a Certificate of Experience

1️⃣ Review Available Placeholders

Use placeholders to auto-fill employee data dynamically:

• {app_name}, {company_name}, {employee_name}, {date}
• {designation}, {start_date}, {branch}
• {start_time}, {end_time}, {total_hours}

These ensure each certificate is personalised without manual edits.

2️⃣ Edit the Experience Letter Template

Use the rich text editor to format your certificate. Example structure:

Experience Letter

{app_name}

TO WHOM IT MAY CONCERN

{date}

This is to certify that {employee_name} served as a {designation} at {company_name}, {branch}, from {start_date} to {end_time}, completing a total of {total_hours} hours.

During this period, their performance and conduct were satisfactory, and they contributed meaningfully to the organization.

We wish them success in their future endeavours.

3️⃣ Save the Template

• Click Save Changes to apply the template
• The system will use this format when generating experience letters for departing employees

✅ Best Practices

• Use placeholders for all variable fields to ensure automation works correctly
• Keep the tone formal, factual, and respectful
• Include role, duration, branch, and performance summary
• Review the template annually to reflect branding or HR policy updates
• Avoid hardcoding employee-specific data — rely on placeholders for consistency