Prerequisites for Emailing Payroll Documents

You can send payroll-specific documents (such as pay stubs and tax documents) to employees via email.

In order to email payroll-specific documents to employees, you must meet the following prerequisites.

  • Sender must have security access to the DM Attachments and DM Attachment Index Search forms. For information about setting up form security, see Apply Form Security Settings.

  • Sender must have security access to the pay stub and EFT attachment reports designated in PR Company Parameters. For information about setting up report security, see Apply Report Security Settings.

    For tax documents (Australia only), sender must also have access to the PR PAYG Payment Summary - Individual Non-business report.

  • Sender must have security access to the attachment type specified for pay stubs in PR Company Parameters. For information about setting up attachment security, see Set Security for Attachment Types.

    For tax documents (Australia only), sender must also have access to the PAYG attachment type specified in PR Company Parameters.