Merge forms are prefilled mail merge forms that are created using an RTF (Rich Text Format) document. You will create a document using Word or Notepad, type your letter, and then copy and paste any of the fields from the “Merge Fields” tab of Core HR.
Viewing Available Merge Fields
- From the menu, expand Settings and click Prefilled Forms.
- Click the Merge Field tab to view the list of available merge fields.
- You will see a list of all available fields available for creating a merge form.
Setup/Configuration
- Create a document that you want to prefill with data stored in the Core HR system. A sample document is illustrated below.
- When using a merge field, it must be entered in exactly as it is listed. For example, the first name field must be entered as [First Name], not [FirstName].
- Once the document is created, it will need to be saved as a .rtf file.
Adding your Merge Form
- From the menu, expand Settings and click Prefilled Forms.
- From the Actions drop-down menu, click Create New Merge Form.
- Enter the necessary information for your merge form:
- Name - The name of your form.
- Description - A short internal description of the merge form.
- Document - Use the Browse button to select your saved RTF document to upload.
- Click Save Properties when finished.
- After saving your document, you will be taken to the Preview tab where you can use the "Click here" link to download a preview of the merge form using your information.
- An example of a merge form has been provided below: