No More Mail Merges!  Create Custom Employee Letters & Documents in SAP HCM

July 31, 2018
Written by Danielle Larocca

Senior Vice-President of HCM Solutions Danielle Larocca has worked in the SAP HCM space for over 20 years. An SAP Mentor and featured speaker at numerous conferences, Danielle has authored four best-selling books on SAP, is the Technical Editor for the SAP Professional Journal, and often the Voice of the Expert on SAPInsider’s Ask the Expert series for HR.

Can you customize the language based on various conditions?

Use conditional logic to generate letters & documents based on pre-determined conditions, saving time and improving validity.

In my last blog, Sending Personalized Letters to Employees, I explained how easy it is to create personalized documents for employees with your SAP HCM data, live from inside SAP.

Sample letterMany letters and documents created for employees will contain all of the same content with only the employee-specific information being updated, see sample to the right.

However, there is a more compelling business requirement, which is to create letters or documents that contain not only employee-specific information but also content in the document itself that varies based on who the employee is.

A great example is an employment contract. Many new hires have an Employment Contract that details what is expected of them, and what they are entitled to from a Compensation and Benefits perspective. This language will vary based on many factors, including the level of the employee. For example, executives are entitled to different compensation and benefits plans from temporary hourly workers.

The language in the employment contract might vary, not only based on the role, but also based on hundreds of other criteria, including:

  • Location
  • Manager
  • Type of Employment (Full-time, Part-time)
  • Whether or not the employee is a rehire
  • Employee’s primary speaking language.

For very small employers, I can recall doing this manually. I would have dozens of versions of letters that I would have to manage for each different scenario, and then I would follow the steps outlined in my earlier blog, Sending Personalized Letters to Employees to actually populate the letters with employee data. This was a nightmare to manage from a manual work perspective, and also made it very common for human error to occur. It was also consuming a great deal of time and effort, and keeping track of all the various documents was not easy to do.

To estimate how much time a task like this takes, you can use a simple formula. Start with a basic employee letter like an Annual Performance Review Letter. Then think about how many different versions of that letter your organization has. There is a likely a version for high performers (Congrats you are getting a raise!), another for average employees and likely another for poor performers (No raise for you and you are going on a Performance Improvement Plan effective immediately!).

Now, that is simply the theme of the letter. That letter may have a different logo and branding that varies with the division of the organization; it may have a different signature or CC line representing different locations or regions in your organization. If you are a global employer, you may require a version of each of these letters in each of the different languages. You can see how this single example letter suddenly has dozens of variations.

And companies are not producing just one letter a year; they are producing hundreds of different letters throughout the year,including the samples shown below.

Employee Letters

There is an easier way. Document Builder – which runs as part of the EPI-USE Labs Query Manager solution – easily solves this business challenge by allowing you to create conditional content in your letters and documents.

Document Builder provides the ability to conditionally hide or show elements of a page, or even entire pages, all with simple selections on the screen, eliminating the need for you to create and maintain hundreds of different documents to account for each scenario.

The business rules that determine whether items in the document with conditional visibility are hidden or shown are captured in a flexible condition that always results in a logical 'true' or 'false' result (i.e. visible or not visible).

In the example below, I want a section of my employee letter, which covers stock options, to ONLY appear for Highly Compensated Individuals. I selected the Property Editor button for the item I wanted to show or hide, followed by the Conditional menu as shown below.

Using simple entry on the screen, I was able to specify that the section on Stock options should only appear for employees who make greater than or equal to $120,000 a year, see below.Conditional menu

 It is that easy to use, and now my single document can be used for multiple purposes. Just think of all the real-world applications that you can use this for. Any field available to you for reporting can be used as your criteria for conditional content. Five easy examples include:

Read the Employee Data From Field Name To Determine
Infotype 0002 – Personal Data Language What language to output any letter in
Infotype 0001 – Organizational Assignment Company Code To determine the branding, logo or signature that appears on any letter
Infotype 0001 – Organizational Assignment Payroll Area To include language about the frequency of pay (you will be paid weekly…)
Infotype 0001 – Organizational Assignment Job Code To include language about eligibility for a car allowance
Infotype 0025 – Appraisals Appraisal Rating To include language about commending good work or an admonition about poor performance.

For this blog, I used the most basic examples for conditional content, based on a single condition. In a future blog, I will show you how you can use the Expression Builder to define and manage useful expressions within your employee documents to make it even easier.

Take a look at Document Builder in action:Document Builder

Cover page

Stoc options

Employee Contract

Learn more about how to create custom letters for employees live inside your SAP on-premise HCM system using Document Builder in Query Manager.




Explore Popular Tags

Query Manager SAP SuccessFactors SAP HCM reporting HCM Reporting SAP HCM SAP Reporting HCM reporting EPI-USE Labs Payroll Document Builder SAP Analytics Cloud SAP Query SAP SuccessFactors Employee Central Payroll SAP Payroll SAP SuccessFactors People Analytics Microsoft PowerBI Query Manager Analytics Connector SAP HCM Data SAP SuccessFactors Reporting Human Capital Management (HCM) Payroll Data Payroll reporting SAP Payroll data Variance Monitor people analytics sap query hr Data Sync Manager Employee Central Payroll SAP Tableau COVID-19 HCM Productivity Suite HR Journey to SAP SuccessFactors SAP HCM journey reporting solution successfactors ABAP Cloud-based SAP HCM solutions GeoClock HXM Move PRISM Pay Recon Query Manager with Document Builder SAP SuccessFactors HCM Journey data validation payroll control center DSM for HCM Data Sync Manager for HCM Employee Central Employee data Let's Talk HCM OData SAP ERP HCM SAP HCM Analysis SAP HCM On-Premise Solutions SAP HCM On-premise SAP HR Reporting SAP HXM 2021 SAP On-Premise customers SAP S/4HANA Private Cloud Edition (S/4 PCE) SAP SuccessFactors Roadmaps SAP and SuccessFactors HXM Reporting SAP customers Success Factors SuccessConnect 2019 Successconnect Tax Reporting Transformation without re-implementation certification custom infotype data source DSM Object Sync for SuccessFactors Hybrid Employee Central Payroll Reporting Employee Letters Employee payroll Free HCM Assessment GDPR HCM, HR HR Journey HR Service Delivery Human Resources Human Resources data Hybrid Reporting SAP and SuccessFactors Hybrid reporting Hybrid reporting solution Intelligent HR and Payroll Microsoft Excel OData integration OM Object Sync On-Premise Payroll On-Premise Payroll S/HANA Sidecar On-premise reporting PA People Analytics Workforce Planning Personalized documents Robotic Process Automation framework SAP Data Security SAP Data Warehouse Cloud SAP HCM Payroll SAP HCM/HXM SAP HR SAP Mentors SAP Payroll to the Cloud SAP S/4HANA SAP SuccessFactors Hybrid SAP SuccessFactors Time Management SAP SuccessFactors Time Tracking SAP certified solution SAP data privacy and compliance SAP migration SAPPHIRE 2018 SuccessFactors' Employee Central Payroll The Report Center The Road to People Analytics Time management Workforce Planning ad hoc easy reporter ebook high-speed, low-risk on-premise SAP HCM on-premise SAP data partner roadmap s/4HANA single reporting solution sq01 technology third party ALE STP report ASUG Accessing COVID-19 data Ad Hoc Query American Payroll Association (APA) Analytics Connector Analytics reports Analytics solution Analytics solutions At-risk employees Australian Payroll Australian Tax Office (ATO) Automated analysis and pay run reconciliations Automated reports Automatic HR reports Automation Best practice in BI Bots Business Analytics Business Intelligence COVID-19 statistics COVID-19 vaccinations Certified solutions Check for data replication errors Client Sync Cloud hosting SAP PCE Cloud migrations Company Branding Compare legacy HR and Payroll data Comparing data Configuration Center Copy and mask test data Coronavirus Created timestamp Customer-specific infotypes DSAG Data Privacy Data Replication Data Sources Data Sync Manager (DSM) Data Types Data analysis Data production support issue solution Description Diversity & Inclusion reporting DocuSign Document Building Dynamic data ECC EPI-USE Labs’ solutions ERP Education sector Electronic Signatures Embedded Analytics Edition Employee Central time Employee Central timesheets Employee NICs Employee communication Employee payment summaries Employer NICs Encrypt data FAQ Index Font Guidelines Gender Pay Gap General Data Protection Regulation Government forms Grid control Grid layout HANA HCM Client Sync™ HCM/HXM/HR Blogs HIPPA HMRC HR Innovations 2019 HR and Payroll Integration HR and Payroll data HR conference HR documents HR employee reports Historical payroll results Hourly time tracking Human Capital Management Human Resources reports HumanRevolution Hybrid SAP SuccessFactors environment Hybrid SAP and SuccessFactors IRS Tax Withholding Estimator Infotype Instance Refresh Instance Sync Instance Syncing Integrated reporting SuccessFactors SAP Intelligent Enterprise Intelligent slicing of payroll data JHUCSSE Knowledge Base (KB) Articles Kronos LabsScript Learning and growth Leave Liability Reporting Legislative compliance Leveraging Fiori Technology Location Managed Payroll Merging and splitting of cells Modified timestamp Move to SuccessFactors Employee Central New York Times News OCHA Organization of the data Owner PRISM for HCM (Private Cloud Edition) Pandemic Parent template Password protection Pay As You Go (PAYG) Pay reconciliation
+ See More

Get Instant Updates

Leave a Comment: