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.

Templates for USPS-R transactions:

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:

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.

If non-Admin user need to use this form for printing, use the share icon to grant access to other USPS Roles.

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."

Example of Printing Direct Deposits with a Custom Form:

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.

Word Formatting Tips

The template form is set up in a table format to keep everything in its proper spot. Before you begin customizing your forms, you can display borders and/or markups (hidden formatting) on the Word form in order to see the placement of the fields better.

- To display markups:
  - Go to File>Options>Display, and checkmark 'Show all formatting marks.' Click OK. This will display the 'hidden formatting' markups on the form.
    - NOTE: Markups will not appear on the printed or emailed form. If you wish to turn off markups in Word, uncheck the 'Show all formatting marks' under File>Options>Display.
- To display borders:
  - Go to Home>Select>Select All (Ctrl+A) to select the entire form.
  - Next, go to Home and click on the dropdown to the right of the borders option and select 'All Borders.' . This will display borders on the form.
    - NOTE: You must remove the borders before saving changes to the Word document or else the borders will appear on the printed/emailed form.

Adding a Field

Insert the merge field(s).
- Place your cursor where you'd like the new field to be placed.
- Go to Insert>Quick Parts>Field. When the pop-up box appears, select MergeField. In the Field Name, enter the appropriate field name.
  - i.e. ${d.amount}
- Click OK.
- Save the changes made to the form.

Editing a Field

Right-click on the field and select Edit Field.
Edit Field name value.
Click OK.
Save the changes made to the form.

If creating one salary notice, <<[/#list]>> can be at the bottom of the document as the last field.
If creating multiple salary notices at once, ensure <<[/#list]>> is at the very top of the next page.
To insert a logo (Image), go to Insert>pictures. Make sure the image is positioned as ‘in line with text’ so Word recognizes it as part of the document.

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)!}
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#"))!}
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.

Creating Custom Forms