How to customise the payslip email sent to your employees

Modified on Thu, 24 Jun, 2021 at 4:04 PM

On the Email templates menu, you can update the default message on payslip emails.

You can enable payslip emails, change the date at which they are sent and change the colour scheme on the Settings > General menu.

Navigate to Settings > Email Templates.

Fill out the 'Subject' and 'Message'. By default the message will encourage your employees to log in to Payroll with their own credentials.

Invite your employees in to Clear Books Payroll to view their own payslip

Use the 'Token' drop-down field in the formatting tool bar to select a place holder. When an email is created, the place holders are turned into data as illustrated by the examples.

Place holders	Examples	Data Pulled from
Employee Full name ::their_name::	Mr Joe Bloggs	Payroll > Employee
Employee First name ::their_first_name::	Joe	Payroll > Employee
Employee Last name ::their_surname::	Bloggs	Payroll > Employee
Tax period ::tax_period::	30/09/2020	Paydate
Company name ::my_company::	Clear Books Ltd	Payroll > Employer

The Payslip is included as a PDF attachment on the email.

Click on the Save button to complete.