Entering e-mail addresses for employees

Internal and external e-mail addresses can be added to the employee’s details using the data loader, or directly in the program as follows:

Internal E-mail

1. Click Employees, then double-click Employment Records, then click Employment Details.
2. Use the Lookup  to select the employee.
3. Click Edit 
4. Enter the Internal Email in the box at the bottom right.
5. Click Save 
6. Repeat steps 2 to 5 for any other employees you want to send documents to, then click Exit 

External E-mail

1. Click Employees, then double-click Personal Records, then click Personal Details.
2. Use the Lookup  to select the employee.
3. Click Edit 
4. On the right enter the employee’s e-mail in the External Email We recommend sending the employee a test e-mail outside of payroll to check this email address is valid.
5. Click Save 
6. Repeat steps 2 to 5 for any other employees you want to send documents to, then click Exit 

Entering e-mail settings

1. Click Admin, then double-click Payroll Administration, then double-click Emailing Documents, then click Emailing P60s Set-up.
2. Ensure the correct Payroll Company code is shown at the top, use the Lookup  to select it if not.
3. Click the Password Protect box and select an option for the password, either NI Number or date of birth. If you choose Date of Birth you can select the format to be used. The employee will need to enter this password to view the P60.
4. Choose the Employee E-mail Address(es) to use.
5. Enter the From Email Address – this is displayed on the e-mail as the sender.
6. Enter the P60 Admin Email Address. A confirmation e-mail will be sent to this address once the PDF P60 process has completed. If you want to send this to more than one address you can enter multiple addresses separated by a semi-colon (;) and a space.
7. Email Subject – enter the text you want to appear in the subject line of the e-mail.
8. Email Body – enter the text you want to appear in the body of the e-mail.
9. Click OK  to save and close the screen.