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.
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Vista must be configured to send emails. For more information, see Set Up Vista to Send Emails.
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Each applicable payroll company must be set up to attach payroll documents (such as pay stubs, direct deposit stubs, and tax documents) to emails.
For information about pay stub attachments, see Set Pay Stub Attachment Options. For information about tax document attachments (Australia only), see Set Tax Document Attachment Options: Australia.
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Each applicable employee must be set up to receive payroll documents (pay stubs, direct deposit advices, or tax documents) via email.
For information about setting up employees to receive pay stubs/direct deposit advices via email, see Set up an Employee to Receive Pay Stubs via Email.
Australia only: For information about setting up employees to receive tax documents (PAYG payment summaries), see Set up an Employee to Receive PAYG Summaries via Email (Australia).
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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.
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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.
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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.