How Do I View Letters in Self-Service?

How Do I View Letters in Self-Service?

From within Cintra iQ, Letters allow you to provide employees with standard documents such as contracts of employment and welcome letters, as well as providing outside bodies with pre set information such as contract letters.

Cintra iQ allows you to create and manage your own letters, which can contain data from within the system. These letters can then be run for a single person or group of people when required.

The key benefit of using the Letters functionality is that each letter produced is stored in the Personnel Record sub folder, which acts as an electronic filing cabinet.

After you have created a Letter definition, you can run (generate) it from the Letter Definitions window.

Go to Cintra iQ:  Menu bar> Definitions> Letters or Lower right-hand of Cintra iQ window.

Before you run the letter, ensure that you have attached a filter to the Letter Definition or use the Collection functionality in order to target the appropriate people.
Letters can be produced for and attached to a person record in Cintra iQ, which can be uploaded into Self-Service and reviewed by the recipient.

To view a letter in self-service

  1. Run the letter.
  2. Click the Publish Letters button. A message appears stating: Save letters and upload to Self-Service?
  3. Click the Yes button. The Document Category drop down appears.
  4. Select the desired category. Note: The Document Categories are set up in the Lookup table. Go to Cintra iQ: Definitions> Lookups> Person Document Category.
  5. Click the OK button. The following occurs:
    1. The letter is uploaded to Self-Service.
    2. The letter is stored in the employee's Related Document> Letter History tab. Go to Employment record> Forms> Related Documents.
    3. The letter is recorded in the Related Document> Uploaded Documents tab. Go to Employment record> Forms> Related Documents.

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