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:

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

Editing a Field

  • 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 and the generated notices are not advancing to the next page properly, ensure <<[/#list]>> is at the very top of the next page.

  • To insert a logo (image), go to Insert>pictures.  Ensure the logo is inserted after the first field of the form, «[#list modelObjects! as row]», and is positioned as ‘in line with text’ so Word recognizes it as part of the document.

Adding the Memo line to Custom Forms

To add the Memo line on Custom Forms, use ${(o.memo)!}

Crosswalk of Check/Direct Deposit Notification XML

The property names are case-sensitive and should be entered as listed below. For a printable version, please click .

Employer Number

NUMBER (ID)

${(o.employeeNumber!)}

Type (Check or DIRDEP)

TYPE

${(dd.type)!}

Organization Name

${(o.organizationName)!}

Organization IRN

IRN

${(o.organizationIrn)!}

Organization Street 1

${(o.organizationAddress.street1)!}

Organization Street 2

[#if o.organizationAddress.street2?has_content]
${(o.organizationAddress.street2)!}
[/#if]

Organization City

${(o.organizationAddress.city)!}

Organization State

[#if (o.organizationAddress.state!)?has_content]

image-20250325-164737.pngimage-20250325-164805.pngimage-20250325-164853.pngimage-20250325-164934.png

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)!}

Creating ‘Custom Forms’ video

For more information on creating custom forms, click here to be taken to the FWF: Custom Forms recording.