To Set up Payroll for Emailing Payslips and P60s

1. Open the Payroll folder and then click Utilities or click the Payroll & HR tab on the Ribbon Bar and then click Payroll - Utilities. Click Set Options and enter the email address and name under Sender e-mail for payslips & P60s. This will be used for all emails sent from Payroll. Payroll is now set up for emailing payslips and P60s.

2. Open the Payroll folder and then click E-mail Admin or click the Payroll & HR tab on the Ribbon Bar and then click Payroll - E-mail Admin.

3. Click Quick E-mail Setup and select either:

   1. Enter e-mail details now on the next form and complete the details on the next form, or

   2. Create skeleton CSV for importing later (only available if you log on as the ADMIN user).

   1. Either accept the filename suggested or enter a different name, and select Open when done to open the file.

   2. Update the details in the file, including the email addresses, passwords, and indicate which email addresses to use for emailing the payslips and P60s. Save the file and note the location.

   3. Open the System folder and click Import or click the Administration tab on the Ribbon Bar and then click Import.

   4. Open the Import Wizard:

   1. 1. 1. Select Payroll Employee Contact Details and click Next.

         2. In the Payroll Employee Contact Details box, locate the CSV file and click Next.

         3. Select the options for the import and click Next.

         4. Click Start. Close the wizard after the import.  

4. Click Design E-mail Covers and create your welcome, password, payslip and P60 email covers.

5. Open the Payroll folder and then click Processing or click the Payroll & HR tab on the Ribbon Bar and then click Payroll - Processing.

   Check the email details for each employee are recorded on the Payroll - Processing - Details & Bank form. Also make sure that the Confirmation Date is recorded to confirm that the email addresses and password are correct. Any employees without this date will not be sent payslips or P60s.

Notes:

- Payslips are sent from the Payroll - Payment Reports - Payslips form.
- P60s are sent from the Payroll - EOY/Special Reports - P60 End of Year Returns form.