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How to email payroll advices to employees
How to email payroll advices to employees
Description of Issue
Employees do not currently get emailed advice's, how do we switch to emailing instead of printing?
How to process PR advice emails via Enterprise Forms (ReadyFroms)?
How to email PR advices via DocOrigin (TylerForms printer)?
Context
- Payroll
- Tyler Forms
- Employee Master
- DocOrigin
- ReadyForms
- TylerForms
- Enterprise Forms
- Advice
- Direct Deposit
Cause
Not currently set up to email advices to employees
Resolution
If advices have never been sent to employees, a child case will need to be created with Tyler Forms team to address the set up:
- DocOrigin forms processed via TylerForms printer definition: TylerForms DocOrigin emails are not working
- Enterprise Forms processed via ReadyForms delivery Definition:
Once this is complete the following steps need to be completed in the Payroll module
- Payroll > Employee Maintenance > Employee Master
- Click the Payroll tab. Click Update. Change the Advice Delivery to one of the applicable email options from the drop down. Click Accept.
- Repeat this step for any employee that is changing to email.
- Ensure that in Payroll > Employee Maintenance > Employee Deductions, all employees receiving an emailed advice are set up with a Direct Deposit deduction with a valid bank account defined.
- You can test this the first time by creating a pre-note file for this deduction: How to create a Direct Deposit Prenote file outside the payroll
To process via ReadyForms: ReadyForms option not available to process the form
Additional Information
, multiple selections available,
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