Standard Employee Documents

Mail merge documents can be created for individual employees, as opposed to all employees who appear in the results of a query.

Click here for instructions on how to set up a mail merge document.

  1. Click Personnel > Reports > Standard Employee Documents.
  2. Select the individual employee to whom the document will relate to.  Note that the selected employee is assumed by default.
  3.  Click Next.
  4. Select the query that the mail merge document is attached to.
  5. Click Next.
  6. Tick the checkbox to create individual documents.
  7. Click Next.
  8. Tick the checkbox to print the documents.
  9. Click Run.
  10. Select the mail merge definition from the list.
  11. Click Select.
  12. If a message regarding running an SQL statement is displayed, click Yes to continue.

The document will be created for the selected employee.