Set up employees to receive documents by email

You can specify which employees have agreed to get documents electronically and the date they confirmed. Plus, you can set up a password to keep these documents safe from unauthorised access.

Set up employees

To set up a group of employees to receive electronic documents, you can use Global Changes. You can also specify a general structure for the email address and password.

1. Got to Employee, select the required employees then click Employee Record.
2. Click Personal then, in the E-Mail box, enter the employee's email address.
3. Click Analysis then complete the electronic documents section as follows:
   
   

   Payslip Comment	If required, enter any information that you want to appear on the employee's payslip.
   Send via email	If this employee is to receive documents electronically, select this check box.
   Date confirmed	Enter the date the employee agreed to receive their documents electronically. This date is compulsory. It's a legal requirement to obtain a record of the date the employee agreed.
   Send to	Enter the email address to employee wants their documents sent to. If required, you can enter multiple addresses, separating each with a semicolon. For example, [email protected]; [email protected]
   Password	If you want to secure the documents with a password, enter it here. You can use a piece of information about the employee as a password. For example, their date of birth or their NI number. You can set this up for several employees using Global changes: Electronic documents.

4. Click Save then click Next and repeat the steps for the next employee. Alternatively, to close the Employee Record, click Save then click Close.

You can then email P60s and payslips to your employees.