Mail Merge

Set up a mail merge to staff members who commenced work with Swaggies within the last three months regarding their Employee Performance Review. Use this draft for the mail merge.

  1. Find out the names/departments of staff that commenced employment within the last three months.
  2. Set up a data file in the form of a table in MS Word that includes the following field names: Surname, Firstname, Department, Review Period. Save the data file as HR\PerformanceReviews\PR2002-1A.doc
  3. For the main document, key in the attached memo.
  4. To save Lyn signing all the memos individually, insert the image file as her signature. This file is located in the Images folder under Signatures.
  5. Save the document as HR\PerformanceReviews\PR2002-1B.doc
  6. Merge the documents to a new file. Proofread carefully, edit if necessary and then print.
  7. Print a copy of the main document for Lyn's files – listing the recipients’ names on this document and leave on Lyn's desk.
  8. Record both the data file and main document on your File Log.
  9. Photocopy (double-sided) sufficient copies of the file called PerformanceReview.doc (located in the Stationery folder) and attach one copy to each of the merged memos.
  10. Distribute the documents to staff.

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