PeopleWerks HRTo change the title of a template, share a template with others, transfer ownership of a template to someone else, or remove saved search criteria, use the Edit icon next to the template title.
To delete a template, use the Delete icon next to the template title.
If you need another version of a template, you can simply click on the Duplicate icon next to the Template Title to create a copy of the template. Then click on the Edit icon to change the name.
To create a new template, click on the Add New Template button.
Template Settings
Select the applicable template content and properties.
Template Content
Once you have selected the template properties, you can begin building your template content. If you have the content already in another document, you can copy and paste the text into the header, body, or footer of the template. Some of the formatting characters may be removed but the text will copy. If you do not have the content available elsewhere, then you can simply type it into the template manually.
To use formatting features for font type and size, centering, etc., click on the Formatting Bar option found in the View menu option at the top of the screen above the PeopleWerksHR menu bar. You can also right click with your mouse to bring up similar formatting option. Select your text first before applying the formatting. Margins are fixed at 7.5″ wide.
To use tabs, click on the Text Ruler button at the bottom of the page. The ruler will appear at the top. With your cursor over the ruler, right click on the mouse to convert between points and inches if necessary. First, select the text that you want to be formatted with tabs. With your cursor over the ruler where you want the tab settings, left click on the mouse to set the tabs. Within the document, you must use the <ctrl> <tab> button combination to insert the tab.
To insert merge fields, place your cursor where you want the field and click on the Merge Fields button. Since there are over 600 fields to choose from, use the Field Type dropdown list at the top of the field list to narrow the search. Just click on the field you want and move to the next place in your template to insert the next merge field.
To spell check your document, select the section of text first and then click on the Spell Check button at the bottom of the page.
To review the final template, click on the Preview Content button at the bottom of the page. Where there are merge fields, they will be replaced with the data from your own record so that you can easily confirm how the resulting document will look and also if you have the correct merge fields selected.
Save the template while you are working on it so you do not lose your work. The first time you click on the Save Template button, the system will have you enter a title, a description and other information about the template. It is here where you can also share the template with others.
Attachments
You can include attachments for emailing along with the template. Simply place your cursor in one of the three boxes at the bottom of the screen and right click on the mouse to insert a file.
Employee correspondences can be generated directly from PeopleWerksHR using their data merged into user-defined templates. These correspondences can be sent out as an e-mail, as a pdf document attached to an e-mail, as a document sent for electronic signature or as a printed copy sent by standard mail or hand delivered. Once sent, a copy can be recorded in the employee’s record so that it can be viewed at a later time.
Begin by creating templates that you can save for use in the future. Share templates with others so that they can use the same template to send out information to employees. Changes to a shared template can only be saved by the owner of the template. Templates can be duplicated.
There are four easy steps in creating a document template and sending the customized document to a group of employees.
Your signature blocks are generally created and managed for you by PeopleWerksHR Support. The signature block is a combination of text and one or more embedded signature images.
For a new signature block, send PeopleWerksHR Support a sample of what the signature block should look like. (Should it be left or right justified? Should the title be under the name? etc.) Send a good quality image of the person’s signature. Do not include a line underneath the signature. Using a black pen is best for readability but is not required.
When sending an email or a pdf attached to an email, you can click on “From” which will display a window where you can enter the alternative sender’s name and their email address. Keep in mind that any replies to the email will be sent to this alternative email address.
