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Set up emails, mail merge letters and documents.
By Cristiana1 author25 articles
- Create and generate a mail merge letterFollow these steps to create and generate a mail merge letter for an employee.
- Permission needed to generate a mail merge letter to an employeeAdd this permission to users who need to see the 'Create New Template' button in order to send mail merge letters to employees.
- Copilot Mail MergeCopilot Mail Merge integrates generative AI directly into the Mail Merge template management page in Access Education People.
- Mail merge fields for additions and deductionsThis article explains how the mail merge fields for additions and deductions work.
- 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.
- 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 the order of the documents in Self ServiceThis article provides information on how the software orders document folders in Self Service.
- 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.
- 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.
- Update the Self Service video on the home screenFollow these steps to update the link to the Self Service video on the home page.
- Add PowerPoint presentations to a documentThis article provides information on adding files to a document in the system.
- Amend a leaver formYou can amend the leaver form at the end of the termination wizard by following these steps.
- Employee's documents not displaying on all employmentsIf the employee's documents are not displaying, you need to check how the documents are added.
- 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.
- Email templatesFollow these steps to create new email templates, check which templates are already added and set up emails on notifications.
- Change an email templateThis article provides guidance on changing the wording of an email sent from the system.
- Stop approval emails being sent to the employeeFollow these steps if an employee has received approval emails related to themselves.
- Create a staff salary statementIn order to generate a staff salary statement you will need to create a mail merge letter in the system.
- Delete documentsFollow these steps to delete a document for all users or one individual.
- Print an employee contractThis article offers guidance on how to print off an employee's contract.
- 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.
- Create a document folderYou can create document folders that will then show in the dropdown list when adding a document to an employee.
- 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.
- Upload documents that require acknowledgementFollow these steps to add a document in Self Service that employees will need to acknowledge after viewing.
- Upload a document for a specific employeeFollow the steps in this article to add a document to an individual user.