Sage HRMS Trainprovides pre-formatted class correspondence letters that you can customize to meet your own needs. The Class Enrollment Letter notifies employees that they are enrolled in a particular class. The Class Completion Letter notifies employees that they have completed a particular class. Use the Edit Class Correspondence task to customize these letters for individual classes.
Tip: You can print class correspondence using the Edit Class Correspondence task or select Reports > Training > Class Administration Reports.
To Edit Class Correspondence
- Select Training > Tasks > Edit Class Correspondence.
- Select the class for which you want to edit correspondence. The steps page opens and lists the steps for editing correspondence.
- Select the steps you want to complete. Complete each step now or schedule steps for yourself or another user to do later.
- Click to start moving through the steps.
Edit Class Enrollment Letter
The Edit Class Enrollment Letter page contains five tabs on which to enter information: Introduction, Employee Information, Class Information, Closing, and Sections to Include.
Introduction Tab
The Introduction tab allows you to edit the text in the letter’s greeting and introduction. Place your cursor in the text box and add, change, or delete text as needed.
Select one of the Name Format radio buttons to change the way the employee’s name appears in the greeting.
Employee Information Tab
The Employee Information tab allows you to select basic employee information to include in the letter. Select the check boxes next to the employee information items you want to include.
Class Information Tab
The Class Information tab allows you to select class information to include in the letter. Select the check boxes next to the class information items you want to include.
Closing Tab
The Closing tab provides a field for customizing the closing paragraph of the letter.
Sections to Include Tab
The Sections to Include tab allows you to select from among the following information items to include in the letter: Enterprise Logo, Enterprise Name, Current Date, Employee Information, Greeting, Introduction, Class Information, and Closing. The Enterprise Logo and Enterprise Name originate from the Enterprise Setup page, and the Current Date is generated by the system. The content of the remaining sections may be edited from this page. Select the check boxes next to the items you want to appear in the letter.
Note: An Enterprise Logo must be selected on the Enterprise Setup page in order for the logo to appear on class correspondence.
Previewing Class Enrollment Letters
To preview the letters, click the Preview button. For more information about previewing, see Using Standard Reports.
From the preview window, you can print the letters by clicking
the Print
button. Each letter will print on a separate
page.
When you are finished printing or previewing, click the 
button to return to the Edit Class Enrollment Letter
page.
If you want to save your new letter as the standard for all future classes, click the Default button. Yes saves the letter as the new default and No returns you to the page without changing the default.
When you are finished making changes, click to move to the next step.
Edit the Class Completion Letter
The Edit Class Completion Letter page enables you to change the content and format of the letter using the same steps described above in Edit Class Enrollment Letter. When you are finished, click .