Submit the Letter

Letter Management Guide

Version
R2024.1.0
Submit the Letter

When you click Submit in the last step of the Send a Letter wizard, Dayforce performs the following validations:

  • It generates an error message if the sender or recipient emails are missing.
  • It generates a warning message to identify any tokens in the template that weren’t populated in the letter.
  • For example, a warning is generated if the template has the Common Name token, but a common name isn’t defined in the employee's profile.
  • The warning gives you a chance to fix the missing data, but you can still submit the letter if needed.
  • It generates a warning message if the template used is configured to include a job description attachment and there is no job description available for the specific job assignment. This warning lets you know that the job description attachment will not be generated if you continue with submitting the letter. In this case, you can go back and populate the job description or continue to submit the letter without the job description if needed. See Include Job Descriptions.

When you submit the letter, the wizard closes and the letter enters the workflow that you selected. You can click Refresh in the toolstrip to see the letter added to the list with the status Pending Approval.

You can click the letter's name in the Letter column of the list (the first column) to open a read only version of the letter for your reference.

See Workflow Process.