View source for Email Direct Deposit Stubs

==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)===

[[Image:Email Direct Deposit Stubs Setup screen.jpg]]

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

<p>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.</p>

<p>The Email From, Email Subject and Email Body fields all support specific tags that will substitute data for the current check:
{| class="wikitable"
! 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
|-
|}
</p>

<p>Attachment allows you to select a file to be attached to every stub email.</p>

===Setting up Employees to receive Direct Deposit stub emails===

<p>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
</p>

[[Image:Employee File Maintenance screen.jpg]]

===Selecting Employees (Dir Dep Stubs tab)===

[[Image:Email Direct Deposit Stubs screen.jpg]]

<p>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.</p>

<p>To change the selection there are several options:
{| class="wikitable"
! 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
|}
</p>

===Emailing the Direct Deposit stubs===

<p>Click the OK button to email direct deposit stubs to the selected employees.</p>

<p>As each email is sent, the Status grid field will be updated:</p>

[[Image:Email Direct Deposit Stubs Success screen.jpg]]

===Employee Viewing of the Direct Deposit paystub===

<p>Here is a sample of what the actual email looks like in Microsoft Outlook:</p>

[[Image:Email in Outlook.jpg]]

<p>When the employee opens the PDF attachment, they will see a prompt for a password:</p>

[[Image:PDF Password Prompt.jpg]]

<p>After entering the password, the PDF stub will appear in the default system PDF viewer:</p>

[[Image:PDF Stub.jpg]]

==System Options==
*'''Payroll Email Forms Available'''