Employee Letters Maintenance
This option provides a tool to create documents which are often
used by the Human Resources department, such as employee contracts
or employee reference letters.
User may type all the text (or directly copy and paste it from
another application), and then use special commands to insert any
employee data, like FirstName, SBUID, or HireDate.
User may also make changes to existing letters in the
system.
Creating a new employee letter:
- Go to Maintenance. Select System Settings. Click on Employee
Letters.
- Click on Add (upper left), or click on the New Employee Letter
button (bottom right).
- Fill in the following fields:
- Company Code: The system will default to the company code your
access is limited to. In case user has access to multiple company
codes, then he needs to select the appropriate one from the
drop-down menu.
- Letter Code: Enter a two-alpha character code. This code
usually reflects the initials of the document name: EC for
'Employee Contract' or CC for 'Confidentiality Contract'.
- Description: This is a 30-character field where user can enter
the name which you want to give to your letter.
- Language: User may choose from English or Spanish.
- Upper case only: Select Yes if you want the document to be
displayed entirely in uppercase.
- Select No if you want the document to be displayed just how you
had typed it.
- Text: Use this space to type the employee letter just as if you
were typing a document in any word processing application. However,
if you need to use bold face characters, align text to the left,
center or right, then you will need to use the Editing Commands
provided under the List of Commands (see left).
- User may add images to document. Use the special commands
listed under 'Images'.
- In order to insert specific employee data, such as name, hire
date, etc. please review the rest of the special commands listed
under:
- Site Information
- Employee Information
- Employee Address Information
- Employee Family Information
- Employee Personal Information
- Employee Laboral Information
- Once the document is finished, click on Add so the letter is
stored in the system.
Hints and Tips
If necessary, user may retrieve any employee letter and make
changes to it.
The system allows user to use all html tags at the time of creating
a new letter/document.
- Go to Search, or click on Lookup Employee Letter.
- Select the Letter Code.
- Make the desired changes in the document text.
- Click on Change.
Related Topics
Searching
for an existing employee