Navigation: Personnel>>Letter Templates
Points to note when creating Letter Templates:
- Create the Templates by assigning a user-defined name and linking it to the Transaction Type for which it is created.
- You may create unlimited UNIQUE letter templates for the same Transaction Type or for different Transaction Types. However, you can only have ONE (1) DEFAULT letter template for any Transaction Type.
- At present, letter templates can be created for eight (8) Transaction Types: (Personnel>>Transactions>>Transaction Types): Acting, Position, PT/FT Changes, Rehired, Salary Changes, Status Changes, Separation, Miscellaneous.
- Letters are automatically generated and saved to employee Documents once the HR Transactions are linked to the Workflow. If not, letters can be manually generated and saved.
Personnel>>Letter Templates
The first step is to create the letter templates. You may create all the templates and then configure the layout or you may create the template and configure the layout at the same time.
Currently, templates can be set up for the following transaction types:
- Acting
- Position
- PT/FT Changes
- Rehired
- Salary Changes
- Status Changes
- Separation
- Miscellaneous
- Transaction Type: From the drop-down list, select the Transaction Type (Personnel>>Transactions>>Transaction Types), for which you wish to set up a template. These are the same types that will be displayed, when setting up the Workflow Definition, in the HR Module Type field. How do I set up transaction reasons?
- Trans Reason Desc: this drop-down list will display the transaction reasons that have been set up for the selected transaction type (Personnel>>Transactions>>Transaction Reasons).
- Default: select Yes or No to indicate if the template is the default template.
- Save the record. The record will be displayed in the list. Double-click to open.
- Repeat the process to create additional Letter Templates.