| Description: |
What options need to be setup so that employees receive an email direct deposit advice for employee expense reimbursement or payroll?
Resolution:
Employee setup:
- Go to Employee HUB > Accounting tab.
- Enter a valid email address for the employee.
- In the Direct Deposit grid fill in the fields with the employee's direct deposit information. If the Payroll Method or Expense Repayment Method is set to None, the checkboxes for Email Payroll Remittance or Email Expense Remittance will be grayed out.
- Check the boxes for Email Payroll Remittance or Email Expense Remittance.
- Click Save.
Processing Direct Deposit Remittance
- When in the Payroll Payments Printing and Numbering screen or the Employee Payment Printing and Numbering screen, the columns for EFT and Email Remittance should show as checked.
- Print the direct deposit advice and assign a number as usual. Once that is done, the Email Remittance button should become Active.
- Click on the Email Remittance and select Recipient or Specific Address.
- If you choose Recipients, the remittance will be sent to those employees (included in the run) that has the Email Payroll Remittance or Email Expense Remittance checked in the Accounting tab of Employee Hub. You can also copy others if you want, by selecting the employee/s and then click the +CC or +BCC, to copy them in the email.
- If you choose Specific Address, you can select the specific employees to send the remittance to. You will select the employee/s and then click the +To, +CC or +BCC ,to add the emails in the respective fields.
- Click Send.
Knowledge Base Reference Number: KBA #108881
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