Quick E-mail Setup

Use the Quick E-mail Setup form to update the contacts database in Payroll with your employees' email addresses and passwords so that they can receive payslips and P60s by email.

You have the choice of:

Any existing email addresses held in Personnel for employees will automatically get copied to the contacts database in Payroll when the System - Utilities - Update Data Structures command is run. This only happens once when the contacts database is created after upgrading to Opera 3 (2.21 or later). Email addresses are displayed on the Payroll - Processing - Details & Bank form.

Open the Payroll - E-mail Admin form and select Quick E-mail Setup.

Box

Description

Do not include employees already configured for e-mail payslips

Select to ignore employees who have already been set up to receive payslips and P60s (have had their email address, password, and confirmation date set up on the Payroll - Processing - Details & Bank form).

Enter e-mail details now on the next form

Select to choose employees to receive payslips and P60s and enter their email addresses and passwords as part of this process in Opera 3.

Create skeleton CSV file for importing later

Select to create a file of all the selected employees with some of their details from Payroll, to enter the email addresses and passwords in Microsoft Excel. The file can then be imported.

Tip: To set up Payroll for email, follow the steps in the To Set up Payroll for Emailing Payslips and P60s Help topic.

This feature is available in Opera 3.