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.
