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Custom forms can be imported into USPS-R to be used for printing PDF forms like direct deposits and salary notices. To create a custom form, users would create their own Word template and upload it to the Report Manager.
Customize Template Form in Word
A custom form can be created using merge fields in a Word Template document.
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Several template forms can be found in the Public Shared Reports Library>Custom Form Templates section. Click here for a list of available downloadable forms.
Create Forms in Report Manager
This is done from the Reports>Report Manager view, using the Create Form option:
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- Report Name - Will be what users see when they select the form to use for printing
- Description - Will be visible in the Reports Manager grid (optional)
- Tag - A user defined way to categorize reports. Can be utilized to filter records within the grid (optional)
- Entity Type - Select the Entity type that corresponds with the Form that is being added
- Payee - CheckPaymentDetail
- Payroll Direct Deposits - PaymentDetailPayrollDirectDeposit
- Payroll Checks - PaymentDetailPayrollCheck
- Salary Notices - NewContract
- Filename - Click Select Form and select the custom form file from your computer
Click on 
to Save the Form or Cancel to exit. Once saved, the custom form will show in the Reports Manager grid.
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If non-Admin user need to use this form for printing, use the share icon |
Use Custom Forms When Printing PDF Forms
When printing direct deposits and salary Notices, users will have an option to select the form to be used from a drop down list. The drop down option will appear after selecting "PDF."
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Example of Printing Salary Notices with a Custom Form:
How to Customize a Form
When editing the template forms in Word, "fields" are used with the USPS property names. For official documentation on how to use fields in Microsoft Word, please refer to the Microsoft Support/Documentation.
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Adding the Memo line to Custom Forms
To add the Memo line on Custom Forms, use ${(o.memo)!}
Crosswalk of Direct Deposit Notification XML
The property names are case-sensitive and should be entered as listed below. For a printable version, please click here.
Available Salary Notice Fields
| Description | Field Name | Merge Field Name | |
|---|---|---|---|
| Employee Number | employeeNumber | ${(row.employeeNumber)!} | |
| First Name | firstName | ${(row.firstName)!} | |
| Middle Name | middleName | ${(row.middleName)!} | |
| Last Name | lastName | ${(row.lastName)!} | |
| Street 1 | street1 | ${(row.street1)!} | |
| Street 2 | street2 | ${(row.street2)!} | |
| City | city | ${(row.city)!} | |
| State | state | ${(row.state)!} | |
| Zip | zip | ${(row.zipCode)!} | |
| Position Number | positionNumber | ${(row.positionNumber)!} | |
| Position Description | positionDescription | ${(row.positionDescription)!} | |
| Compensation Label | compensationLabel | ${(row.compensationLabel)!} | |
| Contract Amount | contractAmount | ${(row.contractAmount?string(",##0.00"))!} | |
| Contract Work Days | contractWorkDays | ${(row.contractWorkDays)!} | |
| Number Of Pays | numberOfPays | ${(row.numberOfPays)!} | |
| Compensation Start Date | compensationStartDate | ${(row.compensationStartDate)!} | |
| Hours In Day | hoursInDay | ${(row.hoursInDay)!} | |
| Pay Plan | payPlan | ${(row.payPlan)!} | |
| Pay Per Period | payPerPeriod | ${(row.payPerPeriod?string(",##0.00"))!} | |
| Appointment Type | appointmentType | ${(row.appointmentType)!} | |
| School Year | schoolYear | ${(row.schoolYear)!} | |
| Statement Date | statementDate | ${(row.statementDate)!} | |
| District Name | districtName | ${(row.districtName)!} | |
| District Street | districtStreet | ${(row.districtStreet)!} | |
| District City | districtCity | ${(row.districtCity)!} | |
| District State | districtState | ${(row.districtState)!} | |
| District Zip | districtZip | ${(row.districtZip)!} | |
| Include District Info On Notice | includeDistrictInfoOnNotice | ${(row.includeDistrictInfoOnNotice)!} | |
| Name For Notice | nameForNotice | ${(row.nameForNotice)!} | |
| Salary Scheduled Id | salaryScheduleId | ${(row.salaryScheduleId)!} | |
| Salary Schedule Column | salaryScheduleColumn | ${(row.salaryScheduleColumn)!} | |
| Salary Schedule Step | salaryScheduleStep | ${(row.salaryScheduleStep)!} | |
| Rate | rate | ${(row.rate?string(",##0.00#"))!} ${(row.rate?string(",##0.00"))!} | 3-digit rounding 2-digit rounding |
| Rate Type | rateType | ${(row.rateType)!} | |
| District Years | districtExperience | ${(row.districtExperience)!} | |
| Building Years | buildingExperience | ${(row.buildingExperience)!} | |
| Accred Dist Years | accredDistrictExperience | ${(row.accredDistrictExperience)!} | |
| Military Years | militaryExperience | ${(row.militaryExperience)!} | |
| Trade Years | tradeExperience | ${(row.tradeExperience)!} | |
| Retire System Years | retireSystemExperience | ${(row.retireSystemExperience)!} | |
| Ohio Public Years | ohioPublicExperience | ${(row.ohioPublicExperience)!} | |
| Ohio Private Years | ohioPrivateExperience | ${(row.ohioPrivateExperience)!} | |
Non Ohio Public Years | nonOhioPublicExperience | ${(row.nonOhioPublicExperience)!} | |
| Non Ohio Private Years | nonOhioPrivateExperience | ${(row.nonOhioPrivateExperience)!} | |
| Purchased Years | purchasedExperience | ${(row.purchasedExperience)!} | |
| Authorized Years | authorizedExperience | ${(row.authorizedExperience)!} | |
| Total Years | totalExperience | ${(row.totalExperience)!} | |
| Principal Years | principalExperience | ${(row.principalExperience)!} | |
| Degree Type | degreeType | ${(row.degreeType)!} | |
| Degree Type Desc | degreeTypeDescription | ${(row.degreeTypeDescription)!} |
For more information on creating custom forms, click here to be taken to the FWF: Custom Forms recording.
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