How do I see on the pension module if we have letters set up be sent to new starters for the purpose of opt out when they join? and how can i view the letter after sending? Thanks
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Linked Ideas
Hi @Rachel Sutton
The below article link explains how to upload document templates in the Pension Module.
https://fc.force.com/customer/s/article/WFM-Uploading-a-Document-Template
Fig 3 shows where to check which document templates have been loaded and tagged in the system.
Once Documents have been processed and emailed or posted to employees a PDF will be held in the employees Pension Record.
Pension > Employee List > [select employee] > Employee Pension Info > Document Management.
This is covered in our Pension training. If you are interested we can provide this on LMS.
Hope this helps
Debbie
Fourth
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