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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
  • Email
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:

Once this is complete the following steps need to be completed in the Payroll module

  1. Payroll > Employee Maintenance > Employee Master 
  2. Click the Payroll tab. Click Update. Change the Advice Delivery to one of the applicable email options from the drop down. Click Accept. 
    1. Repeat this step for any employee that is changing to email.
  3. 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.
    1. 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






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