You can now merge documents with Microsoft Word and upload them to your employee records.
Please download the attached Word document to begin (This file will only work with Windows versions of Microsoft Office) Download the File HERE
Once you have downloaded the Word document, enable the content in the yellow bar
You will now need to create an API key from the settings menu on your People Site, ticking the Employee, Salary & Document options. To see more on API's please click here
Once you have created this copy the API key and return to the Word Doc
In the People HR tab, click on the 'Settings' option and paste in the key
Then click 'Save'.
Now click the ‘Get and Link Employee List’ option, This will link to your site and will create an excel sheet that will contain the data to merge.
Once this is done you will be taken to the 'Mailings' tab.
You can now start to merge the document using the ‘Insert Merge Field’ option
You can also click the ‘Preview’ button to see the results using the arrows to cycle to the next employee.
By default, the integration is programmed to merge for all employees. However, this can be adjusted by clicking on the ‘Edit Recipient List’
In here you can de-select employees
Once you are happy with the document you can add it to the employees record on People by hitting the ‘Mail Merge and Upload’ option in the People HR tab.
In the popup you can edit the category that the document belongs to, set the document name, Description and you can also specify Employee/Manager Access.
Tick the 'And digital signature' to request that the employee logs into People to sign this doc
Then click on ‘merge and upload all documents’
Once complete you will be shown a page confirming the document that has been uploaded and to who’s record it has been uploaded to
The merged documents will also be added to a folder where the original merge file is kept along with the Excel source
This is so you can store them locally if required.
Please note: You must ensure that any tool/software that you use is kept up to date with the most recent version. This is to ensure you are up to date with any bug fixes and will avoid errors.
Customer Services Team