Edit Email Template for Payslips.

Edit Email Template for Payslips.

Edit Email Template for Payslips

When you email employees their payslips a covering letter is automatically created forming the  Body  of the main email. (Payslip/s are sent as an attachment.)
The  Subject  of the email is automatically set also. If you wish to make changes to this letter you can edit the  Email Payslip Template .

Step 1.  Click on  Payroll   toolbar icon

  • Click on the  Reports  tab
  • Click on the  Pay Slip  radio dial
  • Select the employees, date range etc
  • Click on the  Email Payslips  button
  • Click on the  Edit Email Template  button

 

Step 2. Select the Placeholder References (Active Text)

  • On the right hand side of this window is a list of  Placeholder References , e.g.  <Employee>, <Trade Name>  etc. These are known as 'Active Text'. This information is sourced from your company details entered via the  Setup  >  Setting  menu option. (<Employee> and <Date Range> are from employee setup and the  Email Payslips  window, respectively.) These can be inserted into the  Subject  or  Body  text boxes on the left hand side of this window.

To add a particular Placeholder Reference to these text boxes:
  1. Using the mouse place the cursor where you want it to be in the  Subject  or  Body  text box
  2. Click on the  Placeholder Reference  you want inserted into the body of the text
  3. You can also add more general text to these text boxes, by simply typing
  4. Click on the  OK  button to save changes
For Example:

 

Note: If you want the information to revert back to the original cashbook invoice template, click on the  Reset to default  button.



Article ID 4219