Steps
to Complete Email ManagerNote: The following steps are for setting up Payroll to email the direct deposit stubs to employees and payees during a check cycle.
Step 1: Complete Applicable Fields in Email Manager Option
Complete the following information in the Email Manager option: 1) complete the General Options tab (if not already completed) by selecting the Enable Email Manager field and completing the remaining fields; 2) if needed, on the Email Addresses tab, add an email address to use when emailing the Payroll direct deposit stubs; and 3) complete the Direct Deposit/W2/1095 Options section on the Payroll tab.
Steps
to Complete Email Manager
Step 2: Complete Applicable Fields for Employees and Payees
On the Name and Address screen in the Employee File and the General screen in the Payee File, enter up to three email addresses for Business, Personal, and/or Other for the employees and payees who will have their direct deposit stubs emailed as part of a check cycle. Then select the Direct Deposit field for each applicable email address in order to send the direct deposit stub to the employee's and payee's specified email address; a checkmark will appear in the box if the field is selected. If needed, email addresses for employees can be imported; also, the Adjust Email Addresses option can be utilized to update the usage field for Direct Deposit for employees.
Steps
to Import Employee Email Addresses
Steps
to Adjust Employee Email Addresses
Step 3: Verify and Edit Direct Deposit Stubs
Verify the check setup for the direct deposit stubs for employees within the Check Setup - Employees option, and the direct deposit stubs for payees within the Check Setup - Payees option, and edit the check setups if desired. When emailing the direct deposit stubs to employees, the default email format for each applicable checking account as defined in the Check Setup - Employees option will be used, while the default direct deposit format for each applicable checking account as defined in the Check Setup - Payees option will be used when emailing the direct deposit stubs to payees.
Steps
to Change a Check Setup for Employees
Steps
to Change a Check Setup for Payees
Step 4: Complete Email Direct Deposit Stubs Option During a Payroll Check Cycle
During a Payroll check cycle, complete the Email Direct Deposit Stubs option.
Steps
to Email Direct Deposit Stubs
Tip: If desired, utilize the Resend Email Direct Deposit Stubs option instead of the Email Direct Deposit Stubs option in order to delay emailing the direct deposit stubs until after the check cycle batch is posted.