Embedding contracts in HR

Hi Tom!

I hope you are well. Im presuming you are referring to the ability to load Word Documents that are merged with fields from the employee data held in Fourth when opened within the employee profile.

This article details that: https://help.hotschedules.com/hc/en-us/articles/360042285612-WFM-Using-Uploaded-Document-Templates 

Billy

Hey Billy! How's things?

Thanks for replying. Kind of answers my query but not sure how to upload the template (fig 5). We don't have any templates uploaded, want to start with getting our contracts uploaded so upon creating a new starter we can "mail merge" and print. Hope that makes sense? Currently the contract sits outside of fourth, printed separately, signed, copied then uploaded. Want to make it as admin, and paper, light as poss!

Thanks

Hi Tom,

Im very well thanks!

This article should help with that - it details the fields available as well as how to upload the docs and assign them to Locations and Job Titles.

https://help.hotschedules.com/hc/en-us/articles/360042712811-WFM-Mail-Merging-Documents

Many thanks

Billy

Perfect, thanks Billy.