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This page focuses on the customisation of email notifications for sending payslips within the Synergetic payroll system. Here, you will find instructions for tailoring email templates to suit your school's requirements. By following this guide, you will be able to enhance the delivery and presentation of payslip emails, ensuring they are both effective and personalised for your employees.

  1. Run Payroll Configuration Maintenance from the Payroll module.

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To accommodate the increased customisation options, we moved the limited payslip configuration functions available on Page 1 of the tabs to a newly created, dedicated tab called "Payslips."

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  1. In the Payslips section:

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  • The Default Notification Method now has an additional option as Email Home which allows to set the home email address as the default email.

  • The Attach Payslip to Emailed Notifications checkbox allows to specify whether or not a payslip is attached to the email. This field is set to Yes, by default.

Note: to include a link to the payslip in the email, users can uncheck the above option and use the reference link to the payslip in the Email Body.

  1. In the Email section :

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The Message Type field now allows to configure email as HTML by default.

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The Email From Name allows to specify who the email is originated from.

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Use the Payslips sub-tab, you can configure:

  • Notification method

  • Archival and storage of payslips

  • Customised Email notifications

image-20241128-053940.pngImage Added

Payslips area fields

Fields

Field

Description

Default Notification Method

Default method used to notify staff. Available values are:

  • Print. Print out the payslips and distribute to payroll employees.

  • Email Default. Email the payslip to the staff member's default email address.

  • Email Home Email the payslip to the staff member’s home address.

  • Email Occupation. Email the payslip to the staff member's Email address defined on the Occupation tab of Community Maintenance.

Attach Payslip to Emailed Notifications

Allows to specify whether or not to attach a payslip to the email.

If you choose not to attach the payslip it is recommended an instruction or link be included in the Email Body field telling the employee how to access their payslip

Max Pages per Payslip

Maximum number of pages a payslip can take before an error is thrown.

Note: Set this field to the maximum number of pages you expect a payslip to take so Synergetic can detect an error with the destitching process.

Archive Path

Specify the path to archive payslips to. All of the payslips for a given pay run are written to a single file as a PDF.

It is recommended that you specify the Payslip Archive Path using a UNC format. That is, using the following convention minimises problems:
\\Server\Directory
where:

  • \\Server is the server name using a Universal Naming Convention

  • \Directory is the directory path on the specified server.

Also Store Printed Payslips in Database

Select to archive printed payroll payslips to the Synergetic database. All of the payslips for a given pay run are written to a single file as a PDF.

This provides an additional level of data security. Assuming that Synergetic is regularly backed up, details of payslips are available even if payslip archive files are lost from the file server or PC (personal computer).

Note: If this field is not selected, staff who received printed payslips cannot view their payslips in SynWeb. Emailed Payslip Notifications are always stored in the database and can be viewed in SynWeb.

Store individual payslips using embedded hidden delimiter

Select to enable payslip destitching, where payslips are generated as one large PDF file and then separated by employee. This is a much faster process than generating payslips individually.

Note: The payslip Crystal Report must contain the HiddenDelimiter field, otherwise payslips cannot be separated. The standard payslip report provided by Synergetic Management Systems is already configured for destitching. If you use a custom report, you may need to modify it to use this feature.

Email area fields

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Fields

Field

Description

Message Type

Specifies the format of the email notification sent with the payslip. This field supports the values:

  • Plain Text

  • HTML Raw (Including Tags)

Email From Name

Allows to specify who the email is originated from.

Note: If the Email From Name is left blank, the name of the person emailing the payslips will be used.

Email From Address

Allows to specify the email address of the sender.

Note: If the Email From

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Address

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is left blank, the

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email of the person emailing the payslips will be used.

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Email Subject

Allows to specify the subject of the email.

Note: If the Email Subject is left blank, a subject of 'Payslip {PayDate}' will be used.

Email Body

Allow to specify the content of the email body. If using an HTML message format you will need to include any HTML tags to format your message

Note: If the Email Body is left blank the Email Subject will be used

Click here to insert merge field into Email Body or Email Subject.

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Allows to customise the Email Subject and Email Body from the below listed fields:

(Note if you want to paste the merge field into the Email Subject field, the keyboard cursor must be in there before clicking the label)

  • Preferred

  • MailNamePrimary

  • PayStartDate

  • PayEndDate

  • PayDate

  • PaymentAvailableDate

  • SuperPaymentDate

  • ID

  • PostingNumber

  • PayrollYear