Create a Resume Template

Create a Custom Proposals merge template that generates a resume for each employee selected. A page break occurs after each employee record.

To create a resume template, complete the following steps:

1. In Microsoft Word, create a new document with one-inch margins on the top, bottom, left, and right.
2. On the Merge Code Toolbar, click the Ajera CRM button.
3. On the Select Ajera CRM Info Center dialog box, select Employees.
4. On the Select Employees Merge Codes dialog box, select Begin Employees.
5. On the merge template, click after the closing bracket and press ENTER.
6. From the left-hand pane of the Select Merge Codes dialog box, select First Name, then select Middle Name.
7. On the Select Format dialog box, select With Preceding Separator/Title.
8. On the Separator/Title dialog box, enter a space as the separator, then click OK. Ajera CRM places the Middle Name on the template as a formula field. If an employee record has no data for the middle name, the space does not print after that employee's first name on the resume page for that employee.
9. Because the First Name and Last Name are to be separated by a single space, enter a space as the separator.
10. Select Last Name and Suffix.
11. On the Select Format dialog box, select With Preceding Separator/Title.
12. On the Separator/Title dialog box, type a comma and space as the separator, then click OK.
13. Select Title.
14. On the Select Format dialog box, select Standard Format.   
15. Press ENTER twice and then select Hire Date.
16. On the Select Date Format dialog box, select the format January 2, 2016.
17. On the Select Format dialog box, select With Preceding Separator/Title.
18. On the Separator/Title dialog box, enter Hire Date: and then click OK.
19. Press ENTER twice and enter the heading Education, and press ENTER again. The cursor, and therefore the location of the degree codes, is left-aligned, directly below Education.
20. From the right-hand pane of the Select Employees Merge Codes dialog box, click Degrees Codes to expand it.
21. From the expanded list, select Begin Degrees Codes.

    This unlimited merge code opens the Degrees table for the employee whose record is being merged.

    The Degrees begin code [Degrees:] appears on the template.

    The unlimited begin code itself does not return data. The merge codes placed between the begin and end codes will return the requested data during the merge. When the resume is merged, the data returned by the first merge code placed after the begin code will appear where the begin code is positioned on the template. For example:

    Education

    [Degrees:][Institution]

    will produce this result:

    Education

    Harvard University

22. From the expanded Degrees Codes list, select Degree Name.
23. On the Select Format dialog box, select Standard Format.
24. From the expanded list, select Specialty.
25. On the Select Format dialog box, select With Preceding Separator/Title.
26. On the Separator/Title dialog box, enter a forward slash (/) as the separator, then click OK.
27. From the expanded list, select Institution and Year Degree Earned.
28. Press ENTER and select End. This places the final unlimited entry Degree code End below the Degree codes. The placement of all unlimited entry [End] codes determines where the next record in that loop begins.