If you have run the Payslip Wizard to email payslips, and employees are not receiving the email, described below are steps you can take to diagnose the issue or try alternative methods to email the payslips.
This method involves removing the File Location and Report Location on the Payslip Wizard, and adding the Crystal Reports file to Company Documents.
Company Documents
First you must add the payslip Crystal Reports files to Company Documents. The steps will vary dependent on if you have a separate payslip report file for each Payroll Template in the system. If you have multiple report files for each template, ensure you name each file in the following format where ? is the reference code of the template.
SS-PAYSLIP-?.rpt
Example: SS-PAYSLIP-T1.rpt
If you only have one payslip report file for all templates then name the file SS-PAYSLIP.rpt.
To add a payslip report file to company documents, follow these steps:
- Go to System Setup > Housekeeping > Company Documents
- Click New
- Browse to your saved SS-PAYSLIP.rpt file, or each payslip template file i.e. SS-PAYSLIP-T1.rpt, SS-PAYSLIP-T2.rpt.
- Click Open/OK
- Click No to the prompt “Do you wish to make this file available to users only?
- If you have a payslip report file per payroll template then repeat the above steps for each file.
Payslip Wizard
Next, go to Payroll > Reports > Pre-Printed Stationery > Payslips.
- Select the required Payroll Template
- Include Selection Criteria. This is a qualifying query and will describe the criteria which an employee record must satisfy to be emailed their payslip. If left blank then all employee records are included.
- You must then follow the steps until you reach the following page:
- Ensure PDF Documents is set to Email, then press the Tab key to enable File Location and Report Location. Ensure File Location and Report Location are blank as shown above.
- Click Run.
- Include an Email Subject and Email Body and then click Run again.
- If everything is configured correctly, the payslip emails should now be sent.