2.1.5 Web Editor

2.1.5 Web Editor

Location: HRIS -> Setup -> HRIS Setup -> HR Description Setup

The HRIS e-Letter Designer allows you to design Career Progression letter yourself for each career progression description.

1)      Go to HRIS -> Setup -> HRIS Setup -> HR Description Setup -> Click ‘Edit’ on the Career Progression description -> in the Letter Editor column, insert the Letter Name in the ‘Create From’ column -> click on Create

 

2)      In the Report Designer page, to Edit the content of the report, you may double click on the text box to bring up the text editor. You may insert the information that you would like to appear in the report accordingly. If you would like to insert information from the HRIS module, you may click ‘+’ on the Data Source on the right -> click ‘+’ on the DynamicDataSet -> click ‘+’ on the DynamicDataSchema -> double click on the item that you would like to include into the Text Editor

 

3)      Once you’re done, you can click on ‘OK’. Once you have changed all the information in the report accordingly, you may click on the ‘Save’ button in the main screen to save the report.

 

4)      Close the Online Report Editor and click ‘Save’ on the Career Progression Description screen.

5)      To generate the report, you may go to the employee career progression screen -> click on the Career Progression record that has the Career Progression description that you have created the letter template earlier -> click on ‘Show Letter’ -> select the letter from the drop down list below the career progression description -> and click ‘Print Letter’


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