How to Use uploaded Document Templates

• Log into Fourth's People and Payroll solution and from the dropdown menu select the ‘HR’ module.

 

FIG 1  Select HR Module

 

• Select either of the links to the ‘Employee List.

 

FIG 2 Select 'Employee List'

 

• Select the employee from the list that the document needs to be created for.

 

FIG 3  Select from employee list

 

• Then from the first dropdown ‘Employee Info’, select ‘Document Management’.

 

FIG 4  Employee Info

 

• Within this screen will be a list of all the templates uploaded for the company, e.g. ‘Contract’ or ‘Offer Letter’.

 

FIG 5  Listed templates uploaded for the company

 

• Click on ‘View’ to be able to view the mail merged document.

 

FIG 6  View Mail Merged Documents

 

• A pop up will appear requesting that the file is either opened or saved to the computer, select one of these options.

 

FIG 7  Pop Up Window

 

• The document will open up in an additional screen, from where it can be edited similarly to a word document by using the tools at the top right hand side of the screen.

 

FIG 8  Mail Merged Document

 

• Once the amendments to the document have been made, it can be printed from the ‘Print’ link on the top right hand side.

 

FIG 9  Print

 

• Once finished simply select ‘Close’.