Generating reference letters from our Fourth Portal?

Eleanor Cross

July 23, 2018 00:00

I believe that we have previously been able to generate reference letters from within Fourth to be sent to the employee's new employer, by printing them off and posting them. I wonder if you can advise how this can be done as the person previously responsible for this is no longer with the business. @Gemma Cook

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Sophie Waters July 23, 2018 00:00

Hi @Gemma Cook @Eleanor Cross

Yes, you are able to upload document templates that will populate with the employees name and address.

This is done in HR > Administration > Document Management

The following document explains how to create a template with Merge Fields.

https://fc.force.com/customer/s/article/WFM-Mail-Merging-Documents

Once the template is uploaded you will be able to run for an employee.

The following document explains how to use uploaded templates.

https://fc.force.com/customer/s/article/WFM-Using-Uploaded-Document-Templates

Hope this helps

Kind regards

Debbie

Anonymous User August 01, 2018 00:00

Good day,

Please can I request a merge field to be created to add the termination date?

Fourth Customer Success Portal August 02, 2018 00:00

Hi @Oliver Stockdale,

You can absolutely request new functionality!

For great suggestions like these, we suggest to let your business's Customer Success Manager know as they will be able to raise this to our Product Decision Team(s). These suggestions can either be an Idea for the solution as a whole, or a Change Request, which is generally involves a fee, based on the time it would take to build.

For either request, try and include as much information as possible as this will help in the consideration of the request.

Thanks again for the brilliant idea 😊 Let me know if there is anything I can do to help!

Best,

Rozz

Fourth

Anonymous User September 28, 2018 00:00

hi, I have tried to look I document management and I can't see any letters here - we already have a template loaded to the system do you know where I would find that? thanks gemma

Anonymous User October 02, 2018 00:00

Hi @Gemma Cook

To review the template in the system

HR > Administration > Document management > Document templates

You can also upload new templates here.

To generate a letter for an employee you need to go into document management within their record and select view templates.

As long as the Template is assigned correctly this will display here.

If the template is not displaying go back to the document in Administration > Document management > Document templates , Click on the document and follow the steps to ensure it is assigned to all locations and the correct Job titles.

Please refer to the 'How to' links for more assistance.