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Set up emails, mail merge letters and documents.
Create and generate a mail merge letterFollow these steps to create and generate a mail merge letter for an employee.
Upload a document for a specific employeeFollow the steps in this article to add a document to an individual user.
Upload documents that require acknowledgementFollow these steps to add a document in Self Service that employees will need to acknowledge after viewing.
Add and remove documents to Self Service for all employeesYou can upload a document in bulk for all users in the system to see in Self Service by following these steps.
Create a document folderYou can create document folders that will then show in the dropdown list when adding a document to an employee.
Delete a mail merge groupYou can delete a mail merge group so that it is no longer displayed anywhere on the system by following these steps.
Print an employee contractThis article offers guidance on how to print off an employee's contract.
Delete documentsFollow these steps to delete a document for all users or one individual.
Create a staff salary statementIn order to generate a staff salary statement you will need to create a mail merge letter in the system.
Stop approval emails being sent to the employeeFollow these steps if an employee has received approval emails related to themselves.
Change an email templateThis article provides guidance on changing the wording of an email sent from the system.
Email templatesFollow these steps to create new email templates, check which templates are already added and set up emails on notifications.
Mark documents as obsoleteFollow these steps if you would like to keep old documents that required acknowledgement on the system but mark them as obsolete.
Employee's documents not displaying on all employmentsThis article explains why documents will appear only on some of the user's employments.
Amend a leaver formYou can amend the leaver form at the end of the termination wizard by following these steps.
Add PowerPoint presentations to a documentThis article provides information on adding files to a document in the system.
Update the Self Service video on the home screenFollow these steps to update the link to the Self Service video on the home page.
Unable to see letter groupsFollow these steps if you are adding a mail merge to an employee and are unable to see the relevant letter group in the dropdown.
Error: 'Server Error in Application A potentially dangerous Request.Path value was detected'Follow these steps if you are receiving the error message 'Server Error in Application A potentially dangerous Request.Path value was detected' when adding a document.
Change the order of the documents in Self ServiceThis article provides information on how the software orders document folders in Self Service.
Document folder not showing when uploading to employeesFollow these steps if you cannot select the document folder you need when uploading a document to an employee.
Change information on the home pageIt's possible to make certain changes to the home page on Access Education People, but the general layout is hardcoded into the system.
Mail merge fields for additions and deductionsThis article explains how the mail merge fields for additions and deductions work.