1. Benefits Implementation Guide
  2. Completing the Post-Install Conversion

Completing the Post-Install Conversion

Access the Web Mail Merge Template Details form.

To complete the post-install conversion:

  1. Complete these fields for each of the COBRA letter types in UDC 08U/CN and then click OK:

    • Template Name

    • Description

    • Data Structure

    • Address Book Field

    • Output Queue

  2. On the Work With Web Mail Merge Templates form, click Close.

  3. Access the COBRA Constants Revision form.

  4. Select a record in the detail area and complete these fields to initialize each COBRA Notice Type mail merge document:

    • Mail Merge Letter

    • Days To Mail Notice

  5. Click OK.

  6. Repeats steps 4 and 5 for each of the four COBRA letter types and then click OK.

Template Name

Enter a name that identifies a web mail merge template. A web mail merge document template is a two-part object that consists of an HTML document and a record in the Mail Merge Web Objects table (F9800014W). The value in this field must match the name of the document template.

Description

Enter a description, remark, name, or address.

Data Structure

Enter the object name of the data structure to identify the error message substitution variables.

For web mail merge, the data structure is a list of data items that you can add to a document template.

For the election notice, use Data Structure D0800696E.

For the unavailability notice, use Data Structure D0800696U.

For the termination notice, use Data Structure D0800696T.

For the HIPAA letter, use Data Structure D0500029H.

Address Book Field

Enter a number that specifies the sequential field where the address book data item (AN8) exists in the mail merge data structure. The system uses the address number when you:

  • Send an email message.

  • Attach a letter to the Employee Master program (P0801) by using a media object.

    For example, if address book occupies the third field in the mail merger data structure, then the correct value for this field is 3.

Output Queue

Enter the name of the queue in which the HTML mail merge letters will be saved.