Software and HR Portal Payslips via Email

Payslips via Email

 

Set Up

  1. You will need to set the email parameters in HR Parameters.
  2. You will need to store the Crystal Report definition of your payslip format on a shared drive. You may need to obtain this file from Unit4.
  3. There are two email addresses available on the employee record:
    a) A work address that should be entered via HR Record Address Book.
    b) A personal address that should be entered via HR Record Address Book.
  4. By default the payslips will be emailed to the employee’s work email address.
  5. If Use Personal Email Address is ticked in HR Parameters – Controls tab, then the employee’s personal email address will be used if the employee’s work email address is blank.
  6. It is recommended that two HR Queries are written:
    a) to identify those employees who are to have emailed payslips.
    b) to identify those employees to receive paper payslips.

 

Paper Payslip Production

 

Run the payslips as per usual, with the following exceptions:

  1. Page 2 of the wizard, select the HR Query which defines those employees to receive a paper payslip.

 

Email Payslip Production

 

Run the payslips as per usual, with the following exceptions:

  1. Page 2 of the wizard, select the HR Query which defines those employees to receive an emailed payslip.
  2. Page 7 of the wizard:
    a) Tick Create Individual PDFs box.
    b) Select a location for the individuals emails to be created and define a name. A suggestion is that you include the value <emp_id> in the name, in order to identify the files easily, e.g. c:\tmp\<emp_id>.pdf
    c) Enter the location of the crystal report file as mentioned in point 2.
  3. Page 8 of the wizard, enter the details that you wish to see in the subject and body area of the email.
  4. This will then create one file per employee in the defined directory and use the employee’s email details to send them the payslip.
  5. Please note that at the moment, if it is required to re-run the email payslips creation process, it will be necessary to log out and back in to the software.

 

 

Emailing Payslips from HR Portal

  1. HR Parameter will need to define CDO not Outlook.
  2. Normal Payslip web pages do have the option to email.
  3. Rpt and target page will have to exist on the SharePoint server.