Custom Letters/Forms

Print letters and forms.

Use Payroll to print a letter or form using a form layout that you have created and saved.

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Custom Letters/Forms

Before you get started

Printing a custom form/letter

What is a custom letter/form?

Before you get started

Printing a custom form/letter

1. Open Connect Payroll > Reports > Custom Forms/Letters.

2. Use the Title menu to select a report definition.

3. Click to select the Forms tab.

4. Use the Form menu to select a form layout.

5. Set up the form properties.

6. Click Print (CTRL+P).

The custom form/letter prints.

 

What is a custom letter/form?

A custom letter/form is a document that has been set up to print information, such as text, titles, or variables.  

Example: Jane needs to inform her employees of their leave balances. She creates a custom letter to in Organization > Forms, like this

 

 

Then, she uses Reports > Custom Letters/Forms to print the leave balance formatted as a letter that can be printed and given to each employee. Like this...