Sending Salary Certificate | Via Mail, IncaMail or PrivaSphere

Task #8162 | 5051.100

In the employee portal, our SwissSalary Direct customers can provide employees with the payslips, wage statements and other documents. Customers sending wage documents via mail (not recommended) or via IncaMail or PrivaSphere in an unencrypted form, could not submit wage statements. This capability has been remade.

For this to get done, go to the menu bar in Process Payroll -> Actions and open the “Salary Certificate PDF" menu item (RTC client). Navigate in the old Classic Client to Payroll Log -> button Salary journal -> Salary certificate PDF.

In addition to the common selection options (date, language, etc.), the following four fields are available:

Directory

Directory to store the PDF files. Only mandatory in the old Classic client. In the roll-based client (RTC), the field can be left blank when files are sent via email.

File Name

PDF file name (for example, Wage Statement 2017). If not present, the PDF extension is automatically added. If the field is left blank, name “Salary Certificate” will be used.

Email

When sending emails, the corresponding email configuration must be selected here. If the field is left ‘empty’, the files are only stored as PDF and are not sent.

Attach document

Optionally, another document may be added as an attachment to the email (e.g., year-end info).