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Configuring COINS to Email Payroll Documents

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Written by Andy Temple
Updated over 2 weeks ago

To turn on the ability to email payslips and other Payroll documents, the Global PR parameter DEFPRN must be set to Y.

The email address that Payroll documents are sent from is taken from the period-specific parameter MAILFROM or the Global PR parameter MAILFROM.

You can specify an email address that Payroll document emails are copied to, using the period-specific parameter MAILBCC or the Global PR parameter MAILBCC.

The text of the email subject line depends on the document:

  • For 1095-C documents, it is hard-coded as: “COINS 1095-C Form for Year " + the_year.

  • For W-2 documents, it is hard-coded as: “COINS W-2 Form for Year " + the_year.

  • For payslips, it is taken from the period-specific parameter MAILSUBJ or the Global PR parameter MAILSUBJ.

Password Protection

If you want to password-protect PDF documents that are emailed, set the Global PR parameter USESLIPPWD to Y or Yes. Set the password for each employee on their employee record; see Employee Maintenance.

Payslip Email Template

Use <Pay Frequency> > Setup > Email Templates to set up one or more templates for the emails that are sent with payslips. When you run the Print Payslips function, you can select which template to use. If you don’t set up a template, Coins ERP+ uses a default template.

You can use variables in the email template for values that you want to be automatically replaced with appropriate data from the corresponding records. Refer to the side-frame help for details.

Document Design

Documents are configured using Document Designer.

Parameters

PR/DEFPRN

Use Printing Preferences for Printing PR Payslips [ALL]

Whether to use printing preferences when printing PR payslips (Y/N), such as allowing PR payslips to be emailed to employees.

For detailed information on how to be able to email secure PR payslips to employees, see Emailing Payroll Documents.

PR/MAILBCC

Copy To Email Address

An email address to copy payslip emails to. You can do department specific ones if you need to. The format of the parameter is <default bcc address>|<department>=<alternative bcc>| For example: [email protected]|[email protected]|

PR/MAILFROM

From Email Address [ALL]

The From Email Address to be used for emails that contain the payslips that are sent to the employees.

PR/MAILSUBJ

Email Subject Text

If emailing payslips then this can specify the text to use for the subject line. The effective date can be included by having token &1 in the text.

PR/USESLIPPWD

Use a Password when Emailing PR Payslips [ALL]

Whether to use a password when emailing PR payslips and other secure documents (Y or N). This is a global PR parameter.

If the word DEBUG is added after the Y/N value, the debug mode is turned on. This outputs special debugging messages to the Report Generator Log file that might help support troubleshoot issues.

This allows the system to be configured to password protect a PDF file emailed to an employee.

Valid parameter values are: Y, YES, N, NO, YDEBUG, YESDEBUG, NDEBUG, NODEBUG. When set to Blank or N, a password is not assigned to the PDF.

For detailed information on how to be able to email secure PR payslips to employees, see Emailing Payroll Documents.

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