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The 8 letters every company must have one approved version of

Ganesh HS ·

In brief

  • Most companies do not have eight letter formats. They have eight approximate formats and several years of variations typed from whichever copy was nearest.
  • The drift is invisible until two employees compare their letters, or until one is produced in a dispute.
  • One approved version of each, one owner, one place. That is the whole discipline.
  • Have the master set reviewed by a qualified professional before issue — these documents carry contractual consequences.

A company I looked at produced three appointment letters issued in the same quarter. One set probation at three months, one at six, and one did not mention probation at all. All three had been typed by the same person, from whichever earlier letter happened to be open.

Nobody had decided to change anything. That is what makes letter drift dangerous — it is not a decision, so nobody reviews it, and it only becomes visible when two employees compare their terms or when one letter has to be produced to settle an argument.

The eight

Most businesses need these and very little else. Each one settles something specific, and the test of a good format is whether it settles it without the issuer having to think.

  1. 1

    Offer letter

    Issued before joining, and the first thing the candidate shows at home. It must state the role, the reporting line, the location, the start date, the salary structure rather than only a gross figure, and what the offer is conditional on. Most joining-day surprises trace back to an offer letter that stated a number and nothing else.

  2. 2

    Appointment letter

    The one that actually governs the employment. Role, terms, probation, notice, place of work, and what the employee is agreeing to. This is the document produced in a dispute, which is why it is the one most worth having reviewed properly.

  3. 3

    Confirmation letter

    Issued when probation is completed. Short, but not optional — a confirmation that happened in a review meeting and never became a letter is a confirmation nobody can evidence two years later.

  4. 4

    Probation extension letter

    The one companies skip, which is why probation quietly lapses. It must state why, what has to change, and the new date. An extension without a stated reason is an extension the employee cannot act on.

  5. 5

    Salary revision letter

    Effective date, old structure, new structure, and whether arrears apply. Verbal increments that never reached payroll are among the most common trust failures in a small business, and this letter is what prevents them.

  6. 6

    Transfer or role change letter

    New role, new reporting line, new location, effective date, and what has not changed. Two people moved to the same branch on different terms, because each move was settled on a call, is a situation only a standard format prevents.

  7. 7

    Warning letter

    What happened, what standard it fell short of, what is expected now, and by when. A warning letter that only expresses displeasure is not usable later; one that states the standard and the expectation is.

  8. 8

    Relieving and experience letter

    Issued at exit, usually needed immediately by the next employer. Keep them as two clean formats and issue both at settlement rather than holding either back.

What each format must not leave to the typist

A format is not a template with blanks for name and date. It is a document where every decision has already been made, so the person issuing it has nothing to invent.

  • Every variable is marked and bounded. Where a field can vary, say what it may vary between and who approves an exception.
  • The structure is complete, not just the gross. Offer and revision letters that state a single figure produce a first salary the employee did not expect.
  • Dates are unambiguous. Effective date, issue date and acceptance date are three different things and letters routinely conflate them.
  • Nothing is promised that the business does not control. The commonest inserted promise is about future increments or promotion, added informally to close a candidate.

One master, one owner, one place

Letter register
LETTER                     OWNER   VERSION  APPROVED    LAST REVIEW
------------------------------------------------------------------
Offer                      HR      v__      __/__/____  __/__/____
Appointment                HR      v__      __/__/____  __/__/____
Confirmation               HR      v__      __/__/____  __/__/____
Probation extension        HR      v__      __/__/____  __/__/____
Salary revision            HR      v__      __/__/____  __/__/____
Transfer / role change     HR      v__      __/__/____  __/__/____
Warning                    HR      v__      __/__/____  __/__/____
Relieving + experience     HR      v__      __/__/____  __/__/____

Rule: letters are issued from the master only. Nobody types
a letter from a copy of somebody else's.

That last line is the entire discipline. Every drift I have seen started with somebody opening the last letter they issued because it was nearest.

Fixing the ones already issued

Businesses doing this discover they have several years of inconsistent letters already out. The instinct is to reissue. Resist it — reissuing an appointment letter to an existing employee reopens terms that were settled, and does so for every employee at once.

  1. 1

    Draw a line

    The new masters apply to letters issued from a stated date. Say so internally.

  2. 2

    Find the genuine outliers

    Not every variation matters. What matters is where someone has materially different terms — notice period, probation, a promise — and nobody knew.

  3. 3

    Record the outliers deliberately

    Whatever was agreed stands unless you change it by agreement. What you need is a list of who differs and how, so the business is not surprised by its own past.

  4. 4

    Correct going forward only

    New joiners, revisions and transfers use the masters. Within a couple of years the inconsistency ages out without a single uncomfortable conversation.

Where the letters should live

Two places, and they are different. The masters live wherever your approved policy documents live, with a version and an owner. The issued letters live against the individual employee, retrievable in minutes.

That second requirement is the one most businesses fail. A company that cannot produce an employee's letters quickly cannot answer a dispute, a verification request or a due diligence question, and the reason is almost always that issued letters were filed by whoever issued them rather than against the person. Putting both in order is what HR documentation work does first, because nearly every other documentation problem is downstream of it.

If you already hold employee records in a system, the issued letters belong there rather than in a folder — which is what a policy and document centre is for: one current version of each master, and every issued letter sitting against the employee it was issued to.

Why this is worth an afternoon

Eight formats is an afternoon of decisions and a legal review. What it buys is that every letter the business issues from now on says what the business intends, and that two employees comparing their letters find a difference only where somebody deliberately made one.

It also removes a quiet load from whoever issues them. Most people typing an appointment letter from an old copy know they are guessing, and would much rather not be. Getting the masters written is part of the same HR documentation discipline that produces the policy manual and the SOPs — and it is usually the part that pays back fastest.

One last connection worth making. The letters and the policy manual are the same problem at two scales: one approved version, one owner, one place people look. A business that has fixed its letters and left three versions of the leave policy on a shared drive has fixed half of it, which is why HR documentation work treats them together. And where a letter has to reflect a decision — a confirmation, a transfer, a revision — the letter is only as reliable as the employee movement process that produced the decision behind it.

Questions we are asked

Offer, appointment and relieving are needed from the first hire and first exit. Confirmation, extension, revision, transfer and warning can follow, though each tends to be needed urgently the first time the situation arises, which is the worst moment to draft one.

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