Include Job Descriptions

Letter Management Guide

Version
R2024.1.0
Include Job Descriptions

You can configure a template so that the letters that use it include the job description associated with the employee or candidate in a downloadable PDF attachment. This can be configured by selecting the Include Job Description checkbox of the General section in a template's details in the Templates tab of Letter Management > Template Designer.

Other Letter Templates

For templates with the Other Letters category, the content of the job description attachment is derived from the Jobs and Job Assignments tab of Org Setup > Jobs and Job Assignments as follows:

  • Dayforce uses the content in the Job Assignment - Job Description section of the job assignment's details.
  • If there is no value in the Job Assignment - Job Description section, Dayforce uses the content in the Job Description section in the details of the job that the job assignment falls under.
  • If neither of these sections are defined, Dayforce doesn't generate an attachment.

Also, for templates with the Other Letters category, Dayforce uses the job description associated with the employee's primary work assignment as of the effective date defined for the letter in Letter Management > Distribution.

For example, on May 25, you send a letter to an employee to confirm their promotion to a new job assignment that comes into effect in their employee record on June 5. In the parameters of the Send a Letter wizard, you enter June 5 in the Effective From field. As a result, Dayforce attaches the job description for the employee's future job assignment rather than their current job assignment.

Offer Letter Templates and Recruiting - Candidate Emails Templates

For templates with the Offer Letters or Recruiting - Candidate Emails category, the content of this attachment is derived from the Job Description tab of the job requisition in Recruiting > Job Requisitions.

Job Description Attachment

When users create a letter or email using a template that is configured to include a job description, the Job Description.pdf file is automatically included in the attachments list. If there is no job description available, a file isn't attached. In this case, when users click Submit, Dayforce displays a warning message indicating that the job description attachment will not be generated if they continue with submitting the letter. They can go back and populate the job description or continue to submit the letter without the job description, as needed. When employees or candidates receive the letter or email, they can click the file link in the letter to download the PDF file.