Creating leave-document templates

You must create a template file before performing this task. Store it in a location that is available to Infor HR Talent.

Perform this task if no suitable template was loaded among delivered content.

  1. Select Administrator > Set Up > Resource Components > Personal Information > Leave Of Absence > Document Templates.
  2. Verify that none of the listed templates is suitable for your purpose.
  3. Click Create.
  4. Specify this information:
    Document Template
    Specify a name for the template. For example, WH-335-V.
    Description
    Specify a description for the leave reason. For example, Certification for Serious Injury or Illness of a Veteran Military Caregiver Leave (FMLA). If left blank, the leave type name defaults.
    Preferred Document Language
    Select which language the email should use. For example, Employee.
    Active
    Select the Active check box to make the template active. Clear the check box to inactivate it.
    Template File
    Select the template file.
  5. Click Save.
    You must attach the templates to the leave-reason records that are used on a leave-of-absence record.
  6. Select Administrator > Set Up > Resource Components > Personal Information > Leave Reasons
  7. Open a leave reason.
  8. In the Leave Reasons section, click the Helper List icon.
  9. In the Leave Of Absence Templates page, select the templates to attach to the leave reason.
  10. Click Attach Template.
    The selected templates are attached to the leave reason. They are used when a leave-of-absence record is created and this leave reason is specified for that record.