Once you've created the mail merge letter to generate pension benefits for employees, to update an existing benefit statement template on CorePension, follow the steps below in back office.
📌Note: Generating and saving the data source file is a one-off step.
Click CorePension then click Maintenance.
Click View Employee Benefit Statements.
In the Employee Ref. field, enter the relevant employee number.
Click Tools then click Letters.
From the Letter Group drop-down menu, select the relevant group.
From the Letter Type drop-down menu, select the relevant type.
From the Options drop-down menu, select Create New Letter Type.
From the Data Source drop-down menu, select PEN_PENSION_PERSON_MERGE.
Click Generate Data Source.
When the browser window opens, copy the contents to a Notepad text file.
Save this to your PC and take note of its location.
Copy the content of the window to a new Microsoft Word file.
Save the file. This overwrites the current file in C:\coreapps\temp.