Generating PDF documents

you can generate and send charthop documents in pdf format to employees you can generate single documents or decide to create multiple at once depending on how you want to distribute the pdfs you are generating, you can choose from several options save the file to the employee's profile page you can also include an emailed copy to the employee and their manager when using this option if you like email the respective manager a set of all their direct reports' pdfs download the pdfs for your records when you generate a document, you can decide the date you want to use on the letter and which employees you want to generate documents for the generate pdf documents view preview your document previewing how your pdfs will look before sending them out allows you to verify that you are sending what you expect you can preview a document for a particular employee you can preview as many employees as you'd like, one at a time, before choosing to generate your pdf documents select the action menu and then preview\ to preview a final version of a document from the left sidebar, select people ops tools from the sub menu, select letter templates select the template you wish to generate from the template list select the generate pdfs at the top right of the page in the generate pdf documents page, s elect a scenario to view this option defaults to your primary org, which includes current employees set the date you want to use for the document select preview\ from the left action menu for any employee generate pdf documents to download by default, you can generate a document and have it download to your personal computer when you generate a document you can decide what effective date you want to use as well as filter on which employees you want to generate documents for to generate a pdf document from the left sidebar, select people ops tools from the sub menu, select letter templates select the template you wish to generate from the template list select the generate pdfs at the top right of the page in the generate pdf documents page, s elect a scenario to view this option defaults to your primary org, which includes current employees set the date you want to use for the document create a filter that defines the list of employees you want to generate documents for you can either use the filter dialog or type a query in the box provided verify that the number of documents to be generated is correct this number is above the toolbar after you complete your filter if no filter is used, a document will be generated for every employee select generate documents select download documents when the generation task completes saving documents to an employee's profile you can make your pdfs available on the respective employee's profile as well as send them directly to employee in your organization documents are made available through the files tab on the profile page if you choose to also send them directly, they are sent using the employee's work email in order to attach files to employee profiles, the files are associated with a field with the file data type charthop provides three built in fields to use each of these are named miscellaneous and have different field data sensitivity levels you can also create your own custom field to hold files creating custom fields docid\ vmoqbeuanp7fz8e8hozyq the built in fields are the following miscellaneous (highly sensitive) the document may only be viewed by a manager level role and above miscellaneous (manager only) the document may only be viewed by a manager miscellaneous (manager shared) the document may be viewed by both an employee and their manager to save a document to a person's profile from the left sidebar, select people ops tools from the sub menu, select letter templates select the template you wish to generate from the template list select the generate pdfs at the top right of the page in the generate pdf documents page, s elect a scenario to view this option defaults to your primary org, which includes current employees set the date you want to use for the document create a filter that defines the list of employees you want to generate documents for you can either use the filter dialog or type a query in the box provided verify that the number of documents to be generated is correct this number is above the toolbar after you complete your filter if no filter is used, a document will be generated for every employee enable the save document to each person's profile option in the save file as drop down, select a sensitivity level to determine who can see the attached file miscellaneous (highly sensitive) the document may only be viewed by a manager level role and above miscellaneous (manager only) the document may only be viewed by a manager miscellaneous (manager shared) the document may be viewed by both an employee and their manager email each person a link to download their own when enabled, will email both the employee and the employee's manager individual documents custom field(s) choose from any listed custom field and the file will inherit the settings of whichever sensitivity level was assigned to the particular field optionally, enable email each person a link to download their own when enabled, will email both the employee and the employee's manager individual documents select generate and send documents emailing a direct report's documents to a manager if you prefer that your pdfs are distributed by the employee's manager or that the manager receive the files separately, you can email a link of the generated pdfs directly to the respective employees' manager for security purposes, the manager will have to login to charthop to download the files to send employee reports to direct managers from the left sidebar, select people ops tools from the sub menu, select letter templates select the template you wish to generate from the template list select the generate pdfs at the top right of the page in the generate pdf documents page, s elect a scenario to view this option defaults to your primary org, which includes current employees set the date you want to use for the document create a filter that defines the list of employees you want to generate documents for you can either use the filter dialog or type a query in the box provided verify that the number of documents to be generated is correct this number is above the toolbar after you complete your filter if no filter is used, a document will be generated for every employee enable the email managers a link of their directs' documents option select generate and send documents manager experience the document will send to the person's manager as of effective date, not the current manager (for example, if during a comp cycle it will send to the manager at the start of the comp cycle ) the manager must be an active user management docid\ koxudsgle9s5qqah9radj within charthop, so that they can login and access the document files the managers will receive a link to login to charthop and download a zip file of their direct reports' documents