Document Generation

All generated documents use today's date automatically, and Terio tells you which details it still needs from you, such as a meeting date or location, rather than leaving placeholder text in the letter.

What Terio can draft

A welcome email for a new starter including their role, team, and manager.

A formal letter confirming changes to contract or salary.

A formal warning letter. The employee must have an active sanction on record.

A formal disciplinary meeting invitation with the right to be accompanied and a deadline for confirmation.

A formal PIP letter. The employee must have an active PIP on record.

There are also letters and scripts for each stage of a process:

• Absence: meeting invite, meeting script, return-to-work script, and an outcome letter that covers every outcome including no sanction.
• Disciplinary: investigation invite, hearing script, suspension letter, rearranged-meeting invite, and outcome letter.
• Appeals: appeal invite, meeting script, and outcome letter.
• Grievances: acknowledgement, meeting invite, a script for the chair, and the outcome letter.

Saving and finding documents

Documents are drafted in the chat first. Nothing is saved until you say so: after a draft, Terio offers to save it to the employee's record and asks you to confirm.

Lists the documents saved on the employee's record. Open any of them from the list.

Changes a saved document's status. Statuses are draft, active, signed, archived and expired. Managers and admins only, and Terio confirms first.

Uploading a file

Opens the upload window so you can attach a PDF, Word document or image to the employee's record. Files up to 10 MB are accepted; anything larger, or a type that isn't supported, is refused with a message saying why.