Proof-of-Employment Letter
Last run: May 21
Trigger: On request
Owner: Marie Pio
Conditions
Runs when an employee requests a proof-of-employment or verification letter through the Helpdesk.
1.Trigger on a letter request using #Helpdesk:Letter Request
Match Helpdesk messages asking for a proof-of-employment or verification letter.
2.Confirm the details in the Slack thread:
a.Confirm the employee's full name and who the letter is addressed to
b.Ask whether current salary should be included
c.If no reply within 24h, generate the standard version
3.Pull employee data from BambooHR using #BambooHR:Get Employee
a.Retrieve job title, start date, and employment type
b.Include compensation only if the employee approved it
4.Generate the letter from the template using #Docs:Fill Template
a.Merge the BambooHR fields into the company letterhead
b.Set the issue date and a unique reference number
5.Route to HR Ops for review using #Slack:Request Approval
a.Post the draft with full request context
b.Pause until a People Ops teammate approves
6.Apply the signature and export as PDF:
a.Add the HR signatory's e-signature once approved
b.Lock the document to prevent edits
7.Send the signed letter using #Gmail:Send Email
a.Email the PDF to the employee
b.Confirm completion on Slack using #Slack:Send Message — “Letter sent — request closed. ✅”