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.

Before you get started

Before you can print a custom letter or form, you'll need to go to Organization > Forms to set up a form that will tell the report where and what to print. The fastest way to get started is to copy an existing form that is similar to the form or letter you wish to create.

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...