In order to set up the mail merge process with ripple, there are a few steps that need to be completed.
Create the document template.
Create the query
Create the ripple process.
Link the ripple to the query.
Create the document template
First, you will need to create your document template for the letter.
Click Access Button
then click HR Admin.
Click Settings, then click Documents.
Click the plus + icon, then fill out the document.
📌Note: To add specific details from an employee's profile, you can add merge tags.
Click Preview, then click Save.
Create the query
Click Access Button
Click Queries then click the plus + icon.
Select Salary Details, then Salary Effective Date.
Click Next, then set a filter on the Salary Effective Date.
Click Next and name the query.
📌Note: This query may be blank until the new salaries are added to the system with the appropriate effective date.
Create the ripple
Once you've created the query, you need to create the ripple process by following the steps below.
Click Access Button
Go to Settings and select Ripple.
Click the plus + button, then select the ripple type as Background.
Set the status as Active, then name it and write a description.
Click Add step:
Add Step Type as Mail Merge.
Choose your template.
Select appropriate access and signature settings.
Click Save.
Click Save at the top of the page.
Link the ripple to the query
Since you are already on the ripples table screen, follow the steps below.
Next to the ripple you created, click the star icon then click Add New Item.
Create a name for the item, then select the relevant query.
Click Save.
📌Note: The Ripple is set to trigger based on the results of the query, which means once the salaries are uploaded with the effective date, this will trigger the Ripple.