Employee Event Document Templates

The Employee Event Document Templates screen lists all configured document templates that can be used to generate event documents. 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 more information, see Attendance Points and Events.

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.

employee event document templates screen

Fields on the Employee Event Document Templates screen

Field Description Notes

Audit

View a history of changes to the screen.


Employee Event Document Templates pane

Add

Opens the Add Employee Event Document Template dialog box, where you create a new template.

Delete

Delete the selected template.

Document template list

Select a template from the list to view or edit the template.
Details pane

Template Name

Name of the document template.

Required.

Export File Name

Export file name of the event document template.

The name includes 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

Content of the document template. This is the form letter that is sent 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.