How do I set up text and email notifications? (Employees)

Employees

Set up an employee's preferences to send email notifications, text notifications, or both email and text notifications for the Payroll application.

Before you get started

• Set up the employee's email and mobile number in Setup/Modify User Rights. See the help topic titled How do I update a user's notification email or mobile number?

• You must be running Connect Online and Connect Online Web Service. For instructions, see the help topic titled How do I set up online notifications? To purchase Connect Online, contact your Client Relationship Manager (CRM) at (800) 243-8275.

Adding text and email notifications to a new employee

1. Open Connect Payroll > Employees > Setup New Employees or Modify Existing Employees

2. Find the section titled Connect Online Settings on the Employee tab.

Connect Online Settings on the Employee tab

3.  Enter the user ID or user name in the User field.

You can search this field. However, the search results will only show the user IDs for employees who are set up as users in Setup/Modify User Rights.

User

What if the employee isn't listed in the search results? You'll need to set up the employee's email and mobile number in Setup/Modify User Rights. See the help topic titled How do I update a user's notification email or mobile number?

The employee's email and mobile number display on the screen.

User email and mobile number

7. Set up notifications.

Receive email notifications, Receive text notifications

• To turn on email notifications, select the checkbox titled Receive Email Notifications.

• To turn on text notifications, select the checkbox titled Receive Text Notifications.

8. Click Save (CTRL+S).

The employee's email and mobile number are added to the employee record. Connect can send text and email notifications to the employer.

2019.05, 2019May02