Each integrator must have at least one layout specifying the columns to appear in the spreadsheet.

   To define a layout:

1. Choose Define Layout from the Web ADI menu. The Layout page appears.

2. Select the integrator for which you want to define the layout, and choose Go.

3. If the integrator already contains layouts, these are displayed. Choose the Define Layout button to define a new layout.

   System Administrators should always create at least one default layout for an integrator. End users can optionally create their own layouts to restrict the fields displayed to those they are concerned with.

4. In the Define Layout page, enter a unique name for the layout. This appears whenever the user is required to select the layout, so should clearly indicate the purpose of the layout.

   Note: When you create a layout for use in running mail merges, the layout name must exactly match the Letter Name in the Letter window of the HRMS application.

5. Enter a unique key. The key is used internally by the system to identify the mapping.

6. The Field List defaults to the complete list of columns available in the view or API. Choose Continue. In the next page, you select a subset of these fields to include in your layout.

   Fields for a Letter Generation Layout

   • Choose Select All, so that the user can choose from all fields when entering field codes and creating their template letter.

   To save the layout:

1. Choose Apply to save the layout.