FastTrack360 Version 12 Online Help
How to Deliver Payslips Via Email
- Max Ciereszko
- Miriam Cox
When emailing payslips to payees, the email message can be based on a predefined template which will automatically populate the subject line and body of the message with predefined text so that you need not key these in manually.
Alternatively, you can choose to not use a predefined template. In such cases you will need to manually key in the subject line and the body of the message that is to appear in the email message which will deliver the payslips.
To email payslips to payees using a predefined email template, follow the procedure below.
How to Email Payslips Using a Predefined Template | |
1. | Navigate to Payroll > Pay Process > Payslip Delivery. The Payslip Delivery screen opens. |
2. | Search for the payslip or payslips that you want to print. |
3. | In the Results section of the screen, tick the checkbox next to each payslip that you want to preview and click Email Payee. All payslips that you select must have the same preferred delivery method. To check the preferred delivery method of each payslip, refer to the Preferred Delivery Method column in the payslip list on the Payslip Delivery screen. The Email Payslip(s) to Payee screen opens. |
4. | In the Email Template field, select the template that is to be applied to the message. The Subject and Message fields are automatically populated with the relevant text based on the predefined template. |
5. | If you want to include any files besides the payslip itself as attachments to the message, click + Add Files and use the Open dialog box to navigate to and select the relevant file to be attached. The relevant payslip(s) will be automatically attached to the message by default and therefore you need not attach the payslip(s) manually. |
6. | When you are ready to send the message, click Send. If the payslip is to be sent to a supplier (an Umbrella or 3rd Tier Agency), the email will be sent to the supplier and not the payee. The Email Payslip(s) to Payee screen closes and a confirmation message is displayed at the top of the Payslip Delivery screen to indicate that the payslip(s) were emailed successfully. |
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To email payslips to payees without using a predefined email template, follow the procedure below.
How to Email Payslips Without Using a Predefined Template | |
1. | Navigate to Payroll > Pay Process > Payslip Delivery. The Payslip Delivery screen opens. |
2. | Search for the payslip or payslips that you want to print. |
3. | In the Results section of the screen, tick the checkbox next to each payslip that you want to preview and click Adhoc Email. The Email Payslip(s) Ad-hoc screen opens. |
4. | In the Subject field, type the text that is to appear in the subject line of the email. |
5. | In the Message field, type the text that is to appear in the body of the email. |
6. | If you want to include any files besides the payslip itself as attachments to the message, click + Add Files and use the Open dialog box to navigate to and select the relevant file to be attached. |
7. | Click Send. The Email Payslip(s) Ad-hoc screen closes and a confirmation message is displayed at the top of the Payslip Delivery screen to indicate that the payslip(s) were emailed successfully. |
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