Document merge - Employee group

Before you start, make sure you have created and uploaded your document.

Document merge allows you to populate a template with an individual employee's data and save the document to their record.

Group document merge enables you to do this for multiple employees at the same time, using a pre-defined group of employees.

  1. In HR, select the group of employees.

  2. Select Action > Group Actions > Document Merge.

    Action menu showing group actions with document merge title.

  3. In Group, select the category your document is saved in.

  4. In Template, select your document.

  5. Select the Format.

    Document merge screen with sentence reading 'merge document for 9 employees.' and dropdown selections for group, template, and format.

  6. Select if you want to Save the merged document against the Employee's HR record.

    If selected:

    1. Select if you want to Download the merged document on completion as well.

    2. Add any Notes (optional).

    If not selected, the merged document will be downloaded, but will not appear on the employee's DOCUMENT screen.

  7. Select Merge, then OK.