- Other Add-ons
Payroll’s enough of a hassle without stuffing all the envelopes.
DocumentPath enables users of Serenic HCM payroll for NAV to send paystubs electronically each pay period. As in other areas, Document Sending setups for each employee are used to designate the method used. Set some employees to Email distribution, and others (that are behind the times) to continue with Hardcopy prints.
Almost nothing new to learn.
When you implement DocumentPath to handle the sending of pay stubs, nothing changes in the payroll process. Do everything the way you always have. When exporting electronic payments, simply send the output to a PDF rather than printing the hardcopy stubs. Once payroll is successfully posted, simply navigate to the Check Ledger Entries for the new payroll register and use the new “Send Stubs Using Setup” action.
As with all DocumentPath functions, create a Message Template to define the email content used when sending pay stubs. Use merge fields to insert details such as the pay period end date, and even set up the template to send from a central mailbox such as “firstname.lastname@example.org.”
Yes, we know that payroll data is sensitive.
The idea of sending payroll details through email can be concerning. As a first precaution, any email address can be used for each employee. Send their pay stubs to an external personal account so they don’t show up on their desktop at work. For added protection, passwords can be assigned. Either manually assign a password for each employee, or use our tool to randomly generate them.
As yet another protective measure, “Content Check” functionality is provided as a double check that nothing ever goes off the rails. With Content Checks, before any pay stub is mailed out, NAV will scan the content of the PDF being attached to the email message to ensure that the RIGHT stub has been attached. If the expected employee name or number is not found within the PDF, the process will abort without sending the message. We just want to help you sleep at night. (Disclaimer: We are not aware of any case yet where the PDF/mail process failed and the content check came into play…but it’s nice to know it’s there.)
Welcome to easy street.
In the end, NAV generates emails using your defined structure with the pay stubs nicely attached. Payroll just got a lot easier.