Send Employee Merge Letter

You can use mail merge to send personalized correspondence to employees from the HR Manager. You might use this feature to generate holiday party invitations, annual review summaries, policy booklets, and accident reports. Any document you merge for an employee is automatically added to their Document Archive.

Get Started

Create HR Manager Merge Letters - Use your Letter Library to create or import mail merge documents with the document type of "Employee". See "Letter Library" for details.

Use This Feature

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1. Open your HR Manager, and select the employee you want to work with, (See "View Employee Record" for detailsabout opening an employee record.)

   

2. Click Letter from the Add-In section of the HR Manager toolbar.

   

3. Select the letter to send from your Letter Library: Only mail merge documents that are assigned to the document type of "employee" are included in the list. (See "Letter Library" for details.)

   

4. Select whether to view, print, or email the document, and whether to include an envelope with the output.

   

More Information

Document Archive -  Letters you generate for employees are recorded in the employee Document Archive. See "Correspondence History" for details.

• ManagementTools
  • Add a "To Do" List Task
  • Scan & Save Documents
  • Send Employee Merge Letter
  • Track Attendance

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