Email Paychecks

Email provides an easy and convenient way to electronically send paycheck information to a group of employees or an individual employee.  You can use email to send employees a previous paycheck.  Emails are easily customized using the Template Builder and setting up email configurations is flexible allowing for multiple configurations as needed. You can see a history of the paychecks sent to a employee and their contents from the credit messages within Employee Maintenance. You can also use email from the Credit Message to send an employee a historical paycheck.

Notes:

Directions:

To display Email Paychecks, click Payroll from the menu, click Other Payroll Work and then click Email Paychecks.

 

Email Paychecks Window Example:

 

Email Paychecks Prompts

 

Select Paycheck Dates

Choose the date range for viewing paychecks by clicking the desired select from range.

  • Select an option from the drop-down list.  
    Today, next week, 2 weeks, next month

  • Or, select custom to enter a custom date range.

After selecting the date range, click Search .

Select Paychecks to Email

After selecting the date range, the paychecks display as shown below.  To see all checks for a specific date, click Plus

To select paychecks for multiple dates, click to select each date.  To select paychecks for all dates, check the box to the left of the date.

Tip:  To email an individual paycheck, click Email on the desired line.

Email

Email

After selecting the paychecks click Email .

Or, to email an individual paycheck, click Email on the desired line.

Send Email

The Send Email editor opens with the customer data filled in the fields.  Send Email has similar formatting functions as the Template Editor.
Note:  Because templates can be customized to suit your purposes, your template may look different than the example below.

Template

Displays for your reference the type of email template used for the email.

To

If the employee has an email address associated with their account, it fills in the Send To address.  Otherwise, you can enter an address in the To field.  You can add multiple addresses in the Send To field by entering a semi-colon (;) between the addresses.  And, you can remove Send To addresses as needed.

Subject

If a subject was entered, you can edit it, if needed.  If there is no text in the subject line, enter one now.  Required

Body of Email

The body of the email displays with employee information showing where data fields were inserted.

 

1.  The text in the email can be edited and added to.  To add text begin typing or paste text that was copied.  Formatting toolbar shown below offers tools for formatting the email as needed.

Send Email Toolbar

 

2.  To insert an image, click Picture  and then click Browse to select the desired image.  The image is inserted at the cursor, but can be moved.

3.  To insert a hyperlink, click Hyperlink .  Enter the hyperlink text to display in the document and enter the URL for the link.  Then, click Insert Link.

4.  To add an attachment to include with the email, click Add Attachment .  From the Select a File to Attach screen, browse to find the desired attachment.  Then, click Open.  
Tip:  After an attachment is added, the number of attachments displays with the Attachment button .

Send Emails

To send the email, click Send Email .  The following prompt displays:

If the displayed email address is accurate, click Yes to continue or to cancel, click No.  When the send completes, the message Success! displays.  Click OK to close the prompt.