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Create a staff salary statement

In order to generate a staff salary statement you will need to create a mail merge letter in the system.

Cristiana Ghinea avatar
Written by Cristiana Ghinea
Updated over 3 months ago

The statement will need to be created as a mail merge letter:

  1. Click Setup and then Content.

  2. Expand the Mail Merge menu by clicking on the arrow icon to its left.

  3. Click on the letter group in which you want to create your letter.

  4. Click Add Group in the top right corner.

  5. Enter the name of the group in the Description field.

  6. Click the View Permission tab and select which roles should have permission to see this group.

  7. Click Save.

  8. Click the new group you've just created, then click Add Letter.

  9. Enter the name of the letter in the Letter Name field.

  10. Select Document Upload if you have already created this as a Word document and would like to upload it.

  11. Select Embedded Rich Text to write your letter directly in the system.

  12. Use the merge fields displayed in the column on the right when writing your letter, as these will pull through personalised information taken from the employee's profile.

  13. Once set up, click Save.

Once this is done, you can generate it for an employee:

  1. Search for the employee and go to their profile.

  2. Click Documents and select Mail Merge.

  3. Click Add Mail Merge.

  4. Select the Staff Salary Statement template and generate this for the employee.

⚠️ Important: The system does not provide any salary statement templates that are ready-made. You will need to create the document as needed and then generate it for employees.

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