If your mail merge runs but does not generate a merge document, the most common cause is an issue with the data source linked to the mail merge.
For a mail merge to generate correctly, the data source must include all the required information for the employee you're running it against.
Example scenario
Let’s say you're running a mail merge to include an employee’s basic details and address.
If the data source uses the Current Address View, but the employee doesn't have a current address recorded, they will not be included in the data source.
What to check
Ensure the employee is included in the data source
The employee must appear in the results of the data source used by the mail merge.
Check for missing or blank fields
Make sure all required data fields are populated on the employee’s record, especially those pulled in by the data source.
Check the data source of the mail merge
In the Admin Tool, click Mail Merges.
Double-click the Mail Merge you’re having trouble with.
Next to the Data Source field, click Change.
Log in if prompted.
Click Data to view the records returned by the Data Source.
If the employee does not appear here, it means they are missing a required data point. You’ll need to review their record and update the relevant fields accordingly.
Still having issues?
If you cannot identify which data is missing, please raise a new case online and include the following:
The exact name of the mail merge you're trying to run.
The name of the employee you're running it against.
A note referencing the title of this article.
Our support team will help identify the missing data and get the mail merge working as expected.