Setting up your company to email payslips and reports

Send payslips and reports straight from your payroll system once you set up the one-time PDF Email Setup. To use this feature, your payroll needs Advanced Access or Global Access Control.

Prerequisites on mail server settings

Share the following requirements with your IT department or service provider.

• It’s advisable to create an email account dedicated to the sending of payslips
• Activate TLS 1.2 on the computer sending emails
• Activate Legacy TLS on the computer sending emails
• This function only supports Basic Authentication to access the mail server
• This function doesn't support Multi-factor authentication Active Directory AD integration 

Complete your PDF Email settings 

1. From the Company Listing screen, access your payroll company.
2. From the Main Menu, go to Payroll, then select PDF E-mail Setup.
3. Complete the following setup details onscreen:
   • From email address
   • Sender Name 
   • Reply to email addresses - employees can submit payslip queries to this address
   • SMTP Server address and SMTP Port
   • SMTP User Name and Password (accounts details to access the mail server)
   • Select Use Secure Mail Server if you're using a third-party mail service, for example, Gmail
4. Click Close to return to the Main Menu.

Emailing payslips

• Printing standard payslips
• Printing standard payslips with hours and balances

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Emailing reports

To email reports, complete the PDF report mail setting referring to this article:

• PDF report email settings

When you run the reports, you'll select to email the report to the recipient list.

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