To create a document from a template for an employee within a disciplinary case, first navigate to the employee’s record from the “Employees” option on the main menu, then select “Disciplinary” from the large employee menu. When the list of cases appears, click on the “View” button for the case the document relates to.
When the disciplinary details page is shown, click on the “Generate Document” link above the list of documents at the bottom of the page to start the generation process.
At the top of the page shown you can select the template you wish to use for generating the document and the format you would like the generated document to be produced in. You can download a quick preview of the document by clicking on the “Download Preview” link to check the content of the document.
Next, if the template has any mapped fields set to “Free Text”, these are shown in a “Merge Fields” panel, where you can enter values for each of the mapped fields.
Once those are complete, you can then decide what you want to do with the document. Enter a friendly name for the file and then select whether you want to add the document to the employee’s document library and/or disciplinary case and, if you add it to the employee’s document library, whether the employee should be able to see the document. You can optionally raise a notification to the employee to let them know the document has been created. You may also email a copy of the document to the employee by checking the “Email a copy to employee” checkbox and entering a short message, which will be included on the email sent to the employee.
Finally, clicking “Generate Document” creates the file and stores/emails it in line with your settings.