Document Management Templates > Certification Letter

The Certification Letter page is used to create certification letters for variable compensation employees.

Screen

Certification Letter Screen

All Fields

The following table describes the information you need to specify when managing
certification letter templates:

Section	Field	Description
Step 1	Name	The name of the template.
	Title	The title of the role for which you are creating this template, for example, Sales Engineer.
	Period	The period of time.
	Description	A description of the template.
Step 2	Title	The title to display on the certification letter.
Step 3	Included	Information to display about a person.
	Available	Information available to display about a person.
Step 4	Body	The body text of the certification letter. There is a 500,000 character limit (with formatting) and a 75,000 character limit (without formatting).

How to…

This section describes how to manage certification letters.

Create a Certification Letter

1. Click the Document Mgmt tab, then click Templates > Certification Letter. The
Main Certification Letter screen appears.

Step 1 of 4: Define template information

2. Enter a name in the Name* field. This is the name of the certification letter template
that is being created.

3. Click the button next to the Title* field. The Select a Title screen appears.

4. Select a Title and click the OK button. (This is the Title assigned to the person.)
The title appears in the Title* field.

5. Choose a Period* from the drop-down list. This is the period for which the certification
letter applies.

6. (Optional) Enter a description in the Description field. This is the description of
the certification letter being created.

Step 2 of 4: Enter title to be displayed on the certification letter

This is the title that is to be displayed on the certification letter.

7. Enter a title for the certification letter. This title will display as the header on the
first page of the Certification letter.

Step 3 of 4: Select information to be displayed about the person

This is information about the person that will appear on the certification letter.
When you select the certification letter information, the following actions are
available:

Table 1: Certification Letter Actions

	The Double Left Arrow lets you move all person information from the Available to the Included section. You do not need to select information in order to move it.
	The Single Left Arrow lets you move individual person information items from the Available to the Included section. You must click on an item to move it.
	The Single Right Arrow lets you move individual person information items from the Available to the Included section. You must click on an item to move it.
	The Double Right Arrow lets you move all person information from the Included to the Available section. You do not need to select information in order to move it.

note: When using the double left arrow to move certification letter information
from the Available area to the Included area the information sorts in reverse
alphabetical order. For example, Bonuses, Commission Rate Table, Draw, and
Quotas will appear in the Included area as Quotas, Draw, Commission Rate Table
and Bonuses.

8. Select information from the Available area.

9. Click the single left (or Double Left Arrow) to move the information from the
Available area to the Included area.

10. Scroll down to the “Enter certification letter body text” area.

Step 4 of 4: Enter certification letter body text

This is where you type the body of the certification letter.

11. Enter the body text for the certification letter.
You can use the HTML-based editor when creating and editing the content,
selecting formatting options using a convenient task bar. You can also use the
Paste from Word button to paste richly-formatted content created using Microsoft Word.
The following table describes the task bar buttons.

Icon	Description
	Set the paragraph format.
	Set the paragraph style.
	Set the font for the selected text.
	Set the font size for the selected text.
	Bold the selected text.
	Set the selected text as italic.
	Underline the selected text.
	Insert an image at the current location. You can specify the image URL, image description, alignment, dimensions, border, and vertical and horizontal space surrounding the image.
	Left justify the text.
	Center justify the text.
	Right justify the text.
	Full justify the text.
	Create a numbered list.
	Create a bulleted list.
	Cut the selected text.
	Copy the selected text.
	Past the text in the clipboard.
	Paste content copied from Microsoft Word.

note: Note the following about the HTML editor:

In certain circumstances, content might not display identically in both Mozilla Firefox
and Microsoft Internet Explorer. For example, line spacing might appear differently
in the two browsers. Similarly, font size varies between Firefox and Internet
Explorer, among other differences.

Also, you cannot add HTML code directly using the editor. For example, adding will not save as a table (Internet

Explorer does not render table borders correctly). More importantly, do not add
HTML comments as this can impact the production of PDF versions of the document.

In addition, content copied from Microsoft Word and pasted into the text editor
using the Paste from Word button may appear in a slightly different format. Specifically,
the font weight (bold, normal, and so on) may change and tables may
appear in a different format.

Finally, the editor does not support all special characters available in Microsoft
Word (when cutting and pasting). The editor does, however, support all special
characters input directly using the keyboard.

12. Click the Save button. The newly created certification letter appears in the
Results Pane area.

Create by Copying an Existing Certification Letter

You can create a new Certification Letter for a new Period or Title by copying an existing
letter and specifying a new name.

1. Select the Certification Letter that you want to use as the basis for your new Certification Letter.

2. Click the Copy button.

3. Type a new name in the Name* field.

4. Choose a new Title and/or Period in the Title* and Period* fields, respectively.

5. Click the Save button.