Overview of Sending Letters

Before You Begin: See Prerequisites and Requirements.

You can send a letter in Letter Management > Distribution by clicking one of the following buttons in the toolstrip:

• Send a Letter: send letters from the Other Letter category to a single recipient.
• Send Bulk Letters: send letters from the Bulk Letters category to multiple recipients.

Dayforce displays a wizard with the following steps:

1. Go to Letter Management > Distribution and click Send a Letter or Send Bulk Letters.
2. Select the template that you want to base the letter on:
3. 
4. See Select a Template.
3. Select a recipient (or select multiple recipients if you're sending a bulk letter) and fill out the Required Information section:
4. 
5. For more information, see:
   • Select a Recipient
   • Select Multiple Recipients for Bulk Letters
   • Define Required Information for Employee Letters
4. Define the letter's settings, preview the letter, and then submit the letter. If you are sending a bulk letter, you can preview the letter for each individual recipient. In the letter, Dayforce replaces the tokens of the selected template with values for the specific employee. For example, name, job assignment, and salary:
5. 
6. For more information, see:
   • Define Letter Settings
   • Review and Edit Letter Preview
   • Submit the Letter