Email Direct Deposit Stubs - Revision history

Chanson: /* Setting up Employees to receive Direct Deposit stub emails */

2023-02-24T14:38:15Z

Setting up Employees to receive Direct Deposit stub emails

Pmorey: /* Selecting Employees (Dir Dep Stubs tab) */

2021-04-15T12:52:53Z

Selecting Employees (Dir Dep Stubs tab)

Pmorey: /* Employee Viewing of the Direct Deposit paystub */

2021-04-15T12:49:15Z

Employee Viewing of the Direct Deposit paystub

Pmorey: /* Emailing the Direct Deposit stubs */

2021-04-15T12:48:54Z

Emailing the Direct Deposit stubs

Pmorey: /* Setting up Employees to receive Direct Deposit stub emails */

2021-04-15T12:48:40Z

Setting up Employees to receive Direct Deposit stub emails

Pmorey: /* Initial Setup (Setup tab) */

2021-04-15T12:47:32Z

Initial Setup (Setup tab)

Pmorey: /* Initial Setup (Setup tab) */

2021-03-01T17:55:55Z

Initial Setup (Setup tab)

Pmorey: /* Setting up Employees to receive Direct Deposit stub emails */

2021-03-01T17:52:27Z

Setting up Employees to receive Direct Deposit stub emails

Pmorey: Created page with "==About== :Payroll ::Entry/Processing '''Email Direct Deposit Stubs''' allows you to email Direct Deposit paystubs directly to employees. The paystubs are password-protected..."

2021-03-01T02:22:28Z

Created page with "==About== :Payroll ::Entry/Processing '''Email Direct Deposit Stubs''' allows you to email Direct Deposit paystubs directly to employees. The paystubs are password-protected..."

New page

==About==
:Payroll
::Entry/Processing

'''Email Direct Deposit Stubs''' allows you to email Direct Deposit paystubs directly to employees. The paystubs are password-protected for the employee's privacy.

==Using the Program==

===Initial Setup (Setup tab)===

[[File:Email Direct Deposit Stubs Setup screen.jpg|800px]]

The specific stub form to be used can be selected in the Dir Dep Stub Form dropdown.

Email BCC can be used to send every emailed stub to a secondary email address. This would normally be an internal office email used for verification.

The Email From, Email Subject and Email Body fields all support specific tags that will substitute data for the current check:
{| class="wikitable"
! Tag
! Substituted data
|-
| [CompanyName]
| Name of the current company
|-
| [EmpName]
| Full name of the employee
|-
| [EmailFrom]
| Email from address
|-
| [CheckCount]
| Count of the number of Direct Deposit stubs
|-
| [CheckDate]
| Check Date for the Direct Deposit stub
|-
| [CheckNo]
| Check Number for the Direct Deposit stub
|}


Attachment allows you to select a file to be attached to every stub email.

===Setting up Employees to receive Direct Deposit stub emails===

For an employee to receive a Direct Deposit stub email, a valid email address must be specified in the Email field of Employee Maintenance. Additionally, the Email Dir Dep checkbox must be checked:

[[File:Employee File Maintenance screen.jpg|800px]]

===Selecting Employees (Dir Dep Stubs tab)===

[[File:Email Direct Deposit Stubs screen.jpg|800px]]

After selecting the appropriate payroll run, a list of employees configured to receive emailed direct deposit stubs will appear in the grid. All employees will initially be selected.

To change the selection there are several options:
{| class="wikitable"
! User Input
! Resulting Action
|-
| Select All button
| selects all employees in the grid
|-
| Select None button
| de-selects all employees in the grid
|-
| Left mouse click
| selects only the current employee
|-
| Left mouse click with Shift key
| selects all employees between the current employee and the last-clicked employee
|-
| Left mouse click with Ctrl key
| adds the current employee to the selected employees
|}


===Emailing the Direct Deposit stubs===

Click the OK button to email direct deposit stubs to the selected employees.

As each email is sent, the Status grid field will be updated:

[[File:Email Direct Deposit Stubs Success screen.jpg|800px]]

===Employee Viewing of the Direct Deposit paystub===

Here is a sample of what the actual email looks like in Microsoft Outlook:

[[File:Email in Outlook.jpg|640px]]

When the employee opens the PDF attachment, they will see a prompt for a password:

[[File:PDF Password Prompt.jpg]]

After entering the password, the PDF stub will appear in the default system PDF viewer:

[[File:PDF Stub.jpg|800px]]

==System Options==
*'''Payroll Email Forms Available'''

@@ Line 66: / Line 66: @@
 </p>
-[[Image:Employee File Maintenance screen.jpg]
+[[Image:Employee File Maintenance screen.jpg]]
 ===Selecting Employees (Dir Dep Stubs tab)===

@@ Line 70: / Line 70: @@
 ===Selecting Employees (Dir Dep Stubs tab)===
-[[File:Email Direct Deposit Stubs screen.jpg|800px]]
+[[Image:Email Direct Deposit Stubs screen.jpg]]
 <p>After selecting the appropriate payroll run, a list of employees configured to receive emailed direct deposit stubs will appear in the grid. All employees will initially be selected.</p>

@@ Line 108: / Line 108: @@
 <p>Here is a sample of what the actual email looks like in Microsoft Outlook:</p>
-[[File:Email in Outlook.jpg|640px]]
+[[Image:Email in Outlook.jpg]]
 <p>When the employee opens the PDF attachment, they will see a prompt for a password:</p>
-[[File:PDF Password Prompt.jpg]]
+[[Image:PDF Password Prompt.jpg]]
 <p>After entering the password, the PDF stub will appear in the default system PDF viewer:</p>
-[[File:PDF Stub.jpg|800px]]
+[[Image:PDF Stub.jpg]]
 ==System Options==
 *'''Payroll Email Forms Available'''

@@ Line 102: / Line 102: @@
 <p>As each email is sent, the Status grid field will be updated:</p>
-[[File:Email Direct Deposit Stubs Success screen.jpg|800px]]
+[[Image:Email Direct Deposit Stubs Success screen.jpg]]
 ===Employee Viewing of the Direct Deposit paystub===

@@ Line 9: / Line 9: @@
 ===Initial Setup (Setup tab)===
-[[File:Email Direct Deposit Stubs Setup screen.jpg|800px]]
+[[Image:Email Direct Deposit Stubs Setup screen.jpg]]
 <p>The specific stub form to be used can be selected in the Dir Dep Stub Form dropdown.</p>

@@ Line 19: / Line 19: @@
 ! Tag
 ! Substituted data
 |-
 | [CheckCount]
@@ Line 37: / Line 28: @@
 | [CheckNo]
 | Check Number for the Direct Deposit stub
 |}
 </p>

@@ Line 44: / Line 44: @@
 ===Setting up Employees to receive Direct Deposit stub emails===
-<p>For an employee to receive a Direct Deposit stub email, a valid email address must be specified in the Email field of Employee Maintenance. Additionally, the Email Dir Dep checkbox must be checked:</p>
+<p>For an employee to receive a Direct Deposit stub email the following must be done in Employee Maintenance:
 [[File:Employee File Maintenance screen.jpg|800px]]