Email Direct Deposit Stubs

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About

Payroll
Entry/Processing

Email Direct Deposit Stubs allows you to email Direct Deposit paystubs directly to employees. The paystubs are password-protected for the employee's privacy.

Using the Program

Initial Setup (Setup tab)

Email Direct Deposit Stubs Setup screen.jpg

The specific stub form to be used can be selected in the Dir Dep Stub Form dropdown.

Email BCC can be used to send every emailed stub to a secondary email address. This would normally be an internal office email used for verification.

The Email From, Email Subject and Email Body fields all support specific tags that will substitute data for the current check:

Tag Substituted data
[CheckCount] Count of the number of Direct Deposit stubs
[CheckDate] Check Date for the Direct Deposit stub
[CheckNo] Check Number for the Direct Deposit stub
[CompAddr1] Company Name/Address Line 1
[CompAddr2] Company Name/Address Line 2
[CompAddr3] Company Name/Address Line 3
[CompAddr4] Company Name/Address Line 4
[CompName] Company Name
[CompPhone] Company Phone Number
[EmpName] Full name of the employee
[EmailFrom] Email from address

Attachment allows you to select a file to be attached to every stub email.

Setting up Employees to receive Direct Deposit stub emails

For an employee to receive a Direct Deposit stub email the following must be done in Employee Maintenance:

  • a valid email address must be specified in the Email field
  • the Email Dir Dep checkbox must be checked
  • an alternate password for the PDF document can be specified in the Password field

Employee File Maintenance screen.jpg

Selecting Employees (Dir Dep Stubs tab)

Email Direct Deposit Stubs screen.jpg

After selecting the appropriate payroll run, a list of employees configured to receive emailed direct deposit stubs will appear in the grid. All employees will initially be selected.

To change the selection there are several options:

User Input Resulting Action
Select All button selects all employees in the grid
Select None button de-selects all employees in the grid
Left mouse click selects only the current employee
Left mouse click with Shift key selects all employees between the current employee and the last-clicked employee
Left mouse click with Ctrl key adds the current employee to the selected employees

Emailing the Direct Deposit stubs

Click the OK button to email direct deposit stubs to the selected employees.

As each email is sent, the Status grid field will be updated:

Email Direct Deposit Stubs Success screen.jpg

Employee Viewing of the Direct Deposit paystub

Here is a sample of what the actual email looks like in Microsoft Outlook:

Email in Outlook.jpg

When the employee opens the PDF attachment, they will see a prompt for a password:

PDF Password Prompt.jpg

After entering the password, the PDF stub will appear in the default system PDF viewer:

PDF Stub.jpg

System Options

  • Payroll Email Forms Available