Adding an Employee Event document template

Event documents are written warnings or commendations that are created by managers and automatically sent to employees when they accumulate enough attendance points to trigger an event defined by your company's progressive discipline program. 

For example, you might configure your Employee Event and Employee Points work rules to trigger an event when an employee accumulates 10 points in a period of 180 days. Your company's progressive discipline program stipulates that the employee receive a written warning. The manager can use the corresponding Employee Event Document Template to create the written warning.

  1. In the upper-left corner of the screen, select Access your applications ( main menu icon ).
    The menu expands.

  2. Select Setup > T&A > Employee Event Document Templates.
    The Employee Event Document Templates screen appears.

  1. In the Employee Event Document Templates pane, select Add ().
    The Add Employee Event Document Template dialog box appears.

    Fields on the Add Employee Event Document Template dialog box

    Field Description Notes

    Template Name

    Enter a name for the document template.

    Required.

    Export File Name

    Enter a file name of the event document template.

    Include the file extension type, which determines the file format of the generated document. For example, a file that opens in Microsoft Word will have a file extension of .doc or .docx, so, if the Template Name is Example, the export file name might be Example.doc.

    Required.

    Template

    Customize the content of the document template. This is the letter that you send to an employee when an event is triggered.

    Required.

    Tags Legend

    Select a tag from the legend to insert a variable into the template, such as the employee's name and the date. When you generate the final document, the tags display the customized information for the employee.

    Tags in the Tag Legend
    Tag Description

    ${first name}

    Displays the employee's first name.

    ${last name}

    Displays the employee's last name.

    ${event date}

    Displays the date that the employee event was triggered.

    ${current date}

    Displays today's date.

    ${total points}

    Displays the total points of an event.

    For more information, see Attendance Points and Events.

    ${start points}

    Creates a table in the document template that displays all points related to the event. 

    ${points date}

    Displays the date a point occurred.

    ${points name}

    Displays the name of a point.

    ${points duration}

    Displays the duration of a point.

    ${number points}

    Displays the number of points in an event.

    ${rolling points}

    Displays the rolling number of points in an event.

    ${end points}

    Ends the table you created with the ${start points} tag.

    Preview

    Opens a separate pane that displays a preview of the document.

    Cancel

    Closes the dialog box without applying your changes.


    Save

    		 Applies your changes and closes the dialog box. The new template appears in the document list.

  2. In the Template Name field, enter a name for the document template.

  3. In the Export File Name field, enter a file name for the event document template. When you download the document to your device, you can locate the file by searching for this file name.

    Note: Remember to include the file extension type, which determines the file format of the generated document. For example, a file that opens in Microsoft Word will have a file extension of .doc or .docx, so, if the Template Name is Example, the export file name might be Example.doc.

  4. In the Template field, enter the contents of the document.

    Note: When creating the template, use the Tags Legend to insert variables into the template, such as the employee's name and the date. When you generate the final document, the tags display the customized information for the employee.

    Tags in the Tag Legend
    Tag Description

    ${first name}

    Displays the employee's first name.

    ${last name}

    Displays the employee's last name.

    ${event date}

    Displays the date that the employee event was triggered.

    ${current date}

    Displays today's date.

    ${total points}

    Displays the total points of an event.

    For more information, see Attendance Points and Events.

    ${start points}

    Creates a table in the document template that displays all points related to the event. 

    ${points date}

    Displays the date a point occurred.

    ${points name}

    Displays the name of a point.

    ${points duration}

    Displays the duration of a point.

    ${number points}

    Displays the number of points in an event.

    ${rolling points}

    Displays the rolling number of points in an event.

    ${end points}

    Ends the table you created with the ${start points} tag.

  5. Select Save.
    The dialog box closes, and the new template appears in the document list.
    For more information, see Attendance Points and Events.