Manually creating documents with no benefits change
- Select Benefits > Maintenance > By Resources.
- Select a benefit from the Current, Future, or Historical tab.
- Right-click and select Create Document.
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Specify this information:
- Remarks
- Specify remarks to be displayed on the document.Note: Remarks are saved in the documents only if they specify the mail merge field
EmployeeBenefit.Remarks
. - Document Template
- Specify the document template to be used for the document that is saved with the enrollment.
- Document Template - Employee
- Specify the document template to be used for the document that is saved on the profile.
- Click OK.
- To view a document created from the Document Template field, select Benefits > Maintenance > By Resources. On the Current, Future, or Historical tab, select the enrollment, and click the Documents tab.
- To view a document created from the Document Template - Employee field, navigate to the employee profile, click the Personal Information tab, and navigate to the Attachments list.