When setting up a Postponement Period for pensions, within the section Type of Postponement Document - If I select 'A' does Fourth send the letter by email?

Hi @Oliver Stockdale​,

The documents just need to be tagged with the relevant document type. I recommend this ‘How to’ guide to help: https://fc.force.com/customer/s/article/How-to-Upload-a-Document-Template

As long as the documents are correctly tagged, the relevant document will be emailed to the employee! I hope that helps!

Best,

Silvio

Fourth

Thank you @Silvio Pelizza​, if you pension provider send an email on our behalf can I select option 'other'?

Hi @Oliver Stockdale​,

If the Pension provider is sending the letters, then you should still enter the name of the template they are sending. ie. General A.

I would also recommend that documents are sent from the system rather than the Pension Provider, to easily obtain duplicates of letters if an employee makes any requests (particularly if this is a chargeable service).

Bear in mind that the burden of proof is on the employer to send the letter. Try to ensure you have a record of what has been sent by the provider as best practice. Sending them from the system is very simple to manage through the article above.

I really hope this helps, Oliver! Let me know if you need anything else!

Thanks

Silvio

Fourth

That's great, thank you for your help.