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Emailing Employee Pay Statements

eNETEmployer allows you to create pay statements for each of your employees. You can then distribute them to each person in a traditional printed manner (as discussed in the tutorial entitled: Creating Employee Pay Statements), or via email.

For this tutorial, we will discuss how to send your pay statements to your employees via email. Two methods will be discussed:

  1. Emailing pay statements to all employees.
  2. Emailing pay statements to one or more specific employees.

Before proceeding with this tutorial, you must ensure:

  • You have backed up and closed the payroll. Although you can resend pay statements based on a previous pay run, this tutorial will assume you are working with the most recently closed payroll.
  • You have entered a valid email address for each employee who is to be sent a pay statement by email. You can enter each employees email address in the Employee Address screen.

NOTE: Click on an image below to view it at full size.



To send pay statements to all employees:

  1. Choose the Payroll Processing - Reports menu command. This opens the Reports screen where you work with all aspects of program reporting including viewing, printing, and exporting.
  2. Reports Help Screen...

    If you have never created a report, the screen will not contain any report rows (as shown in the example below).
    Fig. 01: The Reports screen with no report rows.
    Fig. 01: The Reports screen with no report rows.
  3. Select the drop down list that appears beside the New button and then choose the Pay Statements option from the list. This report type will be used when the report row is added to the screen. Note: If you already have a Pay Statements report row, you can skip forward to point number 4 and simply use the report that is already in place.
  4. Choose the New button. This action inserts a new Pay Statements report row into the table with its cells ready for editing.
    Fig. 02: The Pay Statements with Cheques report row is added.
    Fig. 02: The Pay Statements with Cheques report row is added.
  5. Scroll to the right until you see the Email Statements column. The default setting is set to disabled (i.e. no check mark appears in the checkbox).
  6. Place a check in the Email Statements cell to activate the feature.
    Fig. 03: Activating the Email Statements feature.
    Fig. 03: Activating the Email Statements feature.
    Notice that after you activate the Email Statements option, the Email button in the column to the right becomes enabled. This button can now be used to deploy the statements to your employees.
  7. Select the Email button. This pops up a prompt asking you to confirm that you wish to send the pay statements.
    Fig. 04: A prompt appears asking if you are sure that you wish to send the statements by email.
    Fig. 04: A prompt appears asking if you are sure that you wish to send the statements by email.
  8. Select the OK to close the prompt and a status message is displayed as the program sends the pay statements to all employees with a valid email address. Once the process is complete, the program displays a popup message for each person who has been emailed a pay statement. In the example below, we have emailed pay statements to four employees.
    Fig. 05: Popup messages appear for employees who have been sent an email statement.
    Fig. 05: Popup messages appear for employees who have been sent an email statement.
    If you have many employees and wish to verify the complete list of employees who have been emailed, you can do so as follows:.
  9. Choose the View link from the Last Emailed To cell. This displays list of the employees who have successfully sent a pay statement by email.
    Fig. 06: A list of all employees who have been sent a pay statement by email.
    Fig. 06: A list of all employees who have been sent a pay statement by email.
  10. Close the message when you have finished reviewing the list.

    Now that you have added the Pay Statements row to this screen, it will remain for all future pay runs and does not need to be added again.


To send pay statements to one or more specific employees:

From time to time it may be necessary for you to resend a pay statement to a single employee only - for example, if you had emailed all of your pay statements and an employee subsequently informs you that their email had changed. Resending pay statements to one or more employees is an easy task.

  1. Choose the Payroll Processing - Reports menu command to open the Reports screen, and then double-click on the Pay Statements report row to edit the cells. Note: If you have not yet added a Pay Statements row to this screen, please do so as discussed in point #2 above before proceeding.
  2. Scroll to the right until you see the Employees column. Notice how the word <all> appears - this is the default setting that means every employee in the payroll will be included when the "email" action is performed.
    Fig. 07: The <All> setting indicates that every payroll employee will receive a pay statement by email.
    Fig. 07 The <All> setting indicates that every payroll employee will receive a pay statement by email.
  3. Click on the down-facing arrow to display a list of all employees in the payroll, and then click on the checkbox beside each employee to whom you wish to send a pay statement. In our example below, we selected a single employee - Josephine Webster.
    Fig. 08: One employee is selected to receive a pay statement by email.
    Fig. 08: One employee is selected to receive a pay statement by email.
  4. Select the X near the top of the list to close it. The selected employee(s) names now appear in the cell.
    Fig. 09: One employee is confirmed to receive their pay statement by email.
    Fig. 09: One employee is confirmed to receive their pay statement by email.
  5. Select the Email button and then choose Yes to the confirmation message that appears. A status message is displayed as the program sends the pay statements to the selected employee(s) only. Once the process is complete, a message appears for each employee who has been emailed. In the example below, only one employee has been sent a pay statement.
    Fig. 10: One employee is sent their pay statement by email.
    Fig. 10: One employee is sent their pay statement by email.
    Now that you have emailed the individual pay statement(s) you must remember to reactivate the <All> setting so that your next pay run will include every employee when the pay statements are emailed.
  6. Scroll to the right once again to locate the Employees cell, and then click the top checkbox so that all of the employees are selected.
    Fig. 11: All employees have been selected for the next pay statement deployment.
    Fig. 11: All employees have been selected for the next pay statement deployment.
  7. Save the changes to the row when you are finished.

    This completes the tutorial on how to email pay statements to one or more employees.


See Also: