IntroductionThe following document will show the process for changing payslips to email.
Within the payroll module, there are two ways in which the employee’s delivery method can be changed from ‘Paper’ to ‘Email’.
Changing Delivery Method for Individual Employees
Fig 1 – Pay & Tax Details
- If the change of delivery method is to be altered for only specific employees, first navigate to: Payroll Module > Employee > Employee List > Select Employee > Employee Payroll Info > Pay & Tax Details > Delivery Method.
- Using the drop down option, change the delivery method from ‘Paper’ to ‘Email’.
- Once this has been completed, the delivery method setting within the pay basis set up screen will then need to be changed to email, which will mean that all new employees are automatically set to email delivery method and so the system can generate the email payslips. This change needs to be scheduled with us to ensure it is switched at the right time. To do this, navigate to: Payroll > Administration > Company set up > Select Company > View pay basis > Select Pay Basis > Payslip Delivery Method.
Note: Ensure all employees have an email address entered onto their personal details page in the system. This can be put in personal or work email and will default to personal email.