Step 1: Select Employees and Letter

In this step, select employees that you want to send the letter to.

To select employees:

  1. Enter any or all of the following filter criteria to select the employees. If no filters are selected, all applicable employees will display in the results.
    Criteria Description
    Company/Division Click Select Organization Unit to select a company/division.
    Manager Select the manager of the employees.
    Location Groups Select the location group of the employees.
    Locations Management Select the locations of the employees.
    Job Family Select the job family of the employees.
    Job Role Select the job role of the employees.
    Job Classification Select the job classification of the employees.
    Job Title Select the job title of the employees.
    Salary Grade Select the salary grade of the employees.
  2. In the Select a Letter Template drop-down list, select a letter to send. Letter templates already saved in your system will display in the drop-down list.
    Note: Click to see a preview of the selected letter template.
  3. Click Next to proceed to the next step in the wizard.