Summary

When you run a mail merge for all records, you will complete the following procedure:

1. Create a grid layout
2. Apply a query
3. Create a mail merge master document.

Step 1.

Create a grid layout

You need a saved grid layout to use as a basis for your merged document. You will be able to use all of the fields from your saved grid layout in your merged document. If you do not have a suitable saved grid layout, then you need to create one.

1. In the PayGlobal Tree, click Employees.
2. Press Ctrl+U to customize columns.
3. Ensure that all of the fields that you want to have available in the master mail merge document are included in the grid.
4. Right-click the grid and select Save GRID Layout.
5. In the Layout Name field, type a name for your layout.
6. Click OK.

   Your new Grid layout is saved to the View GRID Layouts tab.

Step 2.

Apply a query

When you run the Mail Merge, you get an option to attach the document to all employees in the Grid. If you want to attach the document to a specific group of employees, then you must apply a query to the Employees Grid before you use the mail merge function.

You are on the Employees Grid.

1. Click the View Queries tab.
2. Right-click the required query and select Activate Query.

Step 3.

Create a mail merge master document

See Create a Mail Merge Master Document.