📌Note: You can know register to see our webinar on how to use our mail merge function.
Create mail merge letter
To create a mail merge letter, follow the below steps:
Go to Setup then select Content.
Expand Mail Merge by clicking on the arrow to the left then expand HR.
Click Add Group, located in top right of the screen or click on existing group that's previously been set up.
Click Add Letter located in top right of the screen then enter a letter name, for example: employee contract.
Select Embedded Rich Text.
Create the letter by entering the letter text and mail merge fields available to you from the merge fields list on the right-hand side ensuring [ and] are at the start and end of the merge field you are entering.
Click Save.
If you are creating the letter in Microsoft Word, you need to apply fields to the merge fields by following the below steps:
In Microsoft Word, select Insert.
Click Quick Parts, then select Field.
From Field Names on the left, select Merge field.
In Field Properties under Field name, the name has to match the Merge Field in the Access People software.
Select the format as [none] and then click OK.
📌Note: The merge field in the letter should look like this <<[MergeFieldName]>> and this should work when uploaded into the HR software.
Send bulk mail merge
To send out a bulk mail merge please see below guidance:
1. Go to My Team then click Bulk Mail Merge.
3. Select Group.