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How do I view letters in/publish to self-service?

Modified on Tue, 10 Dec, 2024 at 3:07 PM

To view a letter in self-service

  1. Run the letter.
  2. Click the Publish Letters button. A message appears stating: Save letters and upload to Self-Service?
  3. Click the Yes button. The Document Category drop down appears.
  4. Select the desired category.

      Note:

    The Document Categories are set up in the Lookup table. Go to Cintra iQ: Definitions Lookups Person Document Category.

  5. Click the OK button. The following occurs:
      1. The letter is uploaded to Self-Service.
      2. The letter is stored in the employee's Related Document> Letter History tab. Go to Employment record> Forms> Related Documents.
      3. The letter is recorded in the Related Document> Uploaded Documents tab. Go to Employment record> Forms> Related Documents.

To publish a letter to self-service

  1. Navigate to the Letter Run History window.
  2. Double-click the desired letter. The letter appears.
  3. Click the Publish Letters button. A message appears stating: Upload all letters in this run to Self-Service?
  4. Click the Yes button button. The Document Category drop-down list appears.
  5. Select the desired category.
  6. Click the OK button.  The following occurs:
    • The letter is uploaded to Self-Service.
    • The letter is stored in the employee's Related Document> Letter History tab. Go to Employment record> Forms> Related Documents.
    • The letter is recorded in the Related Document> Uploaded Documents tab. Go to Employment record> Forms> Related Documents.
 

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