Set up payroll alerts and email notifications
For live payroll processing only
The Alerts and Notifications feature lets you alert your firm staff, client staff, or other stakeholders of certain payroll-related actions or conditions via pop-up alert and/or email notifications.
Email notifications are available only for firms running the application in the Virtual Office CS or the Software as a Service (SaaS) environment.
The Employee Defaults grid contains a list of payroll-related conditions that occur during employee data entry and the Check Defaults grid conditions that occur during payroll check entry, submission, or printing. Use the checkboxes in the grid to specify whom to notify about the condition and how to notify them.
- Select tab.
- In either grid, if you'd like a condition to prompt an immediate notification on the screen, mark thePop-up Alertcheckbox for that condition.noteFor example, to have the application display a pop-up alert when someone attempts to save an employee record without entering a Social Security number, mark thePop-up Alertcheckbox forSocial Security Number validation: Blank.
- For firms running the application in the Virtual Office CS or the Software as a Service (SaaS) environment: In either grid, if you'd like the condition to prompt an email notification to specific roles or individual stakeholders, mark the appropriate checkboxes in the Email Notification columns.
- For firms running the application in the Virtual Office CS or the Software as a Service (SaaS) environment: To send email notifications to the client's additional contacts, mark theAdditional Contactscheckbox. To send email notifications to other specific stakeholders, mark theOthercheckbox, then select the ellipsis button to enter their email addresses in theOther Email Addresseswindow.noteTo exclude a client from particular alerts and email notifications, mark the proper checkboxes in the Payroll Alerts section of theClients, thenPayroll Informationtab.
