Setting up Letter or Documents in Web PayTRAX

Creating letter/Document type

• Create a new letter type from Setup à Document/Letter
• Create word document and the merge field in Word document from Insert à Quick parts à Field à Select “Merge Field” from Field names à enter the merge field name in the field name.
• Once the document is completed, save the document in Word template (.dotx) format for uploading.
• Upload the document on the respective letter type created.

Applying letter/Document request

• Goto Self-service à Letter/Document request.
• Select the employee à select the appropriate letter type and fill the remarks and save the document.

Approving letter/Document request

• Goto Approvals à Letter/Document request.
• Double click letter request of the employee to open the document.
• Enter the remarks and select an appropriate action (Approve/Reject) and click save

Printing letter/Document

• Go to Personnel à Letter/Document Printing.
• Search for the employee and document, select the record and click download.