To view a letter in self-service
- Run the letter.
- Click the Publish Letters button. A message appears stating: Save letters and upload to Self-Service?
- Click the Yes button. The Document Category drop down appears.
- Select the desired category.
Note:
The Document Categories are set up in the Lookup table. Go to Cintra iQ: Definitions Lookups Person Document Category.
- Click the OK button. The following occurs:
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- The letter is uploaded to Self-Service.
- The letter is stored in the employee's Related Document> Letter History tab. Go to Employment record> Forms> Related Documents.
- The letter is recorded in the Related Document> Uploaded Documents tab. Go to Employment record> Forms> Related Documents.
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To publish a letter to self-service
- Navigate to the Letter Run History window.
- Double-click the desired letter. The letter appears.
- Click the Publish Letters button. A message appears stating: Upload all letters in this run to Self-Service?
- Click the Yes button button. The Document Category drop-down list appears.
- Select the desired category.
- Click the OK button. The following occurs:
- The letter is uploaded to Self-Service.
- The letter is stored in the employee's Related Document> Letter History tab. Go to Employment record> Forms> Related Documents.
- The letter is recorded in the Related Document> Uploaded Documents tab. Go to Employment record> Forms> Related Documents.