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: Edit Email Template

  • Click on Payroll toolbar icon
  • Click on Reports tab
  • Click 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: Placeholder References

  • On the right hand side of this window is a list of Placeholder References, e.g. <Employee>,  <TradeName> 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


 ii. 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.

iii. Click OK 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