How do I assign data to letters?

Have more questions? Submit a request

How do I assign data to a letter? 

  1. Navigate to the Create Letter Definition window.
  2. Entered the Letter Template Title.
  3. Navigate to the Letter Fields tab.
  4. Select the desired field in the Available Field pane. The field selection for human resource information can be taken from the Employment Details form, which is linked to the Personnel Records folder.
  5. Click the Add button. The field name appears in the Selected Fields pane.
  6. Repeat the process as many times as desired using the Add button.
  7. Select the Letter Category you wish to assign the letter.


    If no category is selected, the letter automatically appears in the Uncategorised category.

  8. If applicable, select the type of Auto-Enrolment Communication.
  9. Click the OK button. The letter is saved.

Articles in this section

Was this article helpful?
0 out of 0 found this helpful