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==Introduction== | ==Introduction== | ||
:Batch email an add-on module to allow the payslip send via email to each of the employees email address. | :Batch email an add-on module to allow the payslip send via email to each of the employees email address. | ||
==Checklist== | ==Checklist== | ||
Line 9: | Line 8: | ||
===2. Batch Email Module=== | ===2. Batch Email Module=== | ||
* Must add-on the batch email module. | |||
* Please contact to your local sales agent for more detail. | |||
===3. E-Mail Application=== | ===3. E-Mail Application=== | ||
* Make sure your computer had set a default E-mail application like Microsoft Outlook, Outlook Express, Mozilla Thunderbird or Windows Live Mail. | |||
===4. Employee Email=== | ===4. Employee Email=== | ||
* At Maintain Employee..., all employees must have at least 1 email address. | |||
::::[[File:BatchEmail-00.jpg]] | |||
<br /> | |||
* Multiple email address, eg. user01@mail.com,user02@mail.com | |||
'''Important:''' | |||
1. Use comma to separate the different emails. | |||
2. DO NOT have any spacing in between the emails. | |||
==Step by Step== | ==Step by Step== | ||
:''[Payroll | Print Pay Slip...]'' | |||
:1. Select a process, ie. month end salary processed. | |||
:2. Click on '''Apply'''. | |||
:3. Click on '''Preview''' | |||
::[[File:BatchEmail-01.jpg]] | |||
<br /> | |||
:4. Select a payslip format. Press '''Ok'''. | |||
:5. Click on the '''Arrow Down''' beside the '''Export''' button. | |||
:6. Click on '''Export to E-Mail Client (Batch)'''.See the screenshot below. | |||
::[[File:BatchEmail-02.jpg]] | |||
<br /> | |||
:7. Payslip has email successfully. It will show the message below. | |||
[Employee name] Report of total x page(s) '''has been sent''' to recipient email user01@gmail.com. | |||
::[[File:BatchEmail-03.jpg]] | |||
<br /> | |||
==Error Message and Solution== | |||
===1. Insufficient license rights to execute this function (Export to E-Mail Client (Batch))=== | |||
::[[File:BatchEmail-06.jpg]] | |||
<br /> | |||
:<big>'''Solution:'''</big> | |||
::* Make sure your license has turn-on the '''Batch Email''' module. | |||
<br /> | |||
===2. Procedure OnGetEmailSetting is missing. It is because payslip format copy from old version=== | |||
::[[File:BatchEmail-07.jpg]] | |||
<br /> | |||
:<big>'''Solution:'''</big> | |||
::1. Open the payslip report designer...See the screenshot below. | |||
::[[File:BatchEmail-08a.jpg]] | |||
<br /> | |||
::2. Go to '''Code''' tab. | |||
::[[File:BatchEmail-08.jpg]] | |||
<br /> | |||
::3. Insert the '''Procedure OnGetEmailSettings''' below into existing payslip format. | |||
::{| class="mw-collapsible mw-collapsed wikitable" | |||
! Procedure OnGetEmailSettings Script | |||
|- | |||
| | |||
<syntaxhighlight lang="delphi"> | |||
procedure OnGetEmailSettings(EmailSettings: TStrings); | |||
var D: TfrxDataSet; | |||
vEmail, vName: Variant; | |||
lSubject : String; | |||
begin | |||
lSubject :='Payslip For ' + GetMonth; | |||
D := Report.GetDataSet('Employee'); | |||
vEmail := D.Value['Email']; | |||
if vEmail = Null then vEmail := ''; | |||
vName := D.Value['Name']; | |||
if vName = Null then vName := ''; | |||
if (vName <> '' ) and (vEmail <> '') then begin | |||
: | EmailSettings.Values['Recipients'] := vEmail; | ||
EmailSettings.Values['Subject'] := lSubject; | |||
EmailSettings.Values['Body'] := 'Dear Sir/Madam,' + #13 + | |||
'Please check the attachment for ' + lSubject + #13#13 + | |||
'Best Regards,' + #13 + | |||
<Profile."CompanyName">; | |||
end; | |||
//ID uses for display on progress dialog | |||
EmailSettings.Values['ID'] := vName; | |||
end; | |||
</syntaxhighlight> | |||
|} | |||
: | <br /> | ||
===3. Payslip email no recipients specified=== | |||
::[[File:BatchEmail-05.jpg]] | |||
<br /> | |||
:<big>'''Solution:'''</big> | |||
::* Make sure all the employees has an email address at Maintain Employee... | |||
<br /> | |||
===4. Payslip doesn't send to recipient email=== | |||
::[[File:BatchEmail-04.jpg]] | |||
<br /> | |||
:<big>'''Solution:'''</big> | |||
::* Make sure the employee email address do not have spacing in between and use comma for multiple emails. | |||
<br /> | |||
==See also== | ==See also== | ||
* [[ | * [[Maintain Employee]] | ||
* [[ | * [[Fast Report - E-Mail Client (Batch) & E-Mail (Native)]] | ||
* [[Print Pay Slip]] |
Latest revision as of 08:51, 18 July 2017
Introduction
- Batch email an add-on module to allow the payslip send via email to each of the employees email address.
Checklist
1. SQL Payroll version
- SQL Payroll version must be installed and upgrade to version 91 and above.
- Please contact to your local sales agent to get the latest SQL Payroll version.
2. Batch Email Module
- Must add-on the batch email module.
- Please contact to your local sales agent for more detail.
3. E-Mail Application
- Make sure your computer had set a default E-mail application like Microsoft Outlook, Outlook Express, Mozilla Thunderbird or Windows Live Mail.
4. Employee Email
- At Maintain Employee..., all employees must have at least 1 email address.
- Multiple email address, eg. user01@mail.com,user02@mail.com
Important: 1. Use comma to separate the different emails. 2. DO NOT have any spacing in between the emails.
Step by Step
- [Payroll | Print Pay Slip...]
- 1. Select a process, ie. month end salary processed.
- 2. Click on Apply.
- 3. Click on Preview
- 4. Select a payslip format. Press Ok.
- 5. Click on the Arrow Down beside the Export button.
- 6. Click on Export to E-Mail Client (Batch).See the screenshot below.
- 7. Payslip has email successfully. It will show the message below.
[Employee name] Report of total x page(s) has been sent to recipient email user01@gmail.com.
Error Message and Solution
1. Insufficient license rights to execute this function (Export to E-Mail Client (Batch))
- Solution:
- Make sure your license has turn-on the Batch Email module.
2. Procedure OnGetEmailSetting is missing. It is because payslip format copy from old version
- 3. Insert the Procedure OnGetEmailSettings below into existing payslip format.
Procedure OnGetEmailSettings Script procedure OnGetEmailSettings(EmailSettings: TStrings); var D: TfrxDataSet; vEmail, vName: Variant; lSubject : String; begin lSubject :='Payslip For ' + GetMonth; D := Report.GetDataSet('Employee'); vEmail := D.Value['Email']; if vEmail = Null then vEmail := ''; vName := D.Value['Name']; if vName = Null then vName := ''; if (vName <> '' ) and (vEmail <> '') then begin EmailSettings.Values['Recipients'] := vEmail; EmailSettings.Values['Subject'] := lSubject; EmailSettings.Values['Body'] := 'Dear Sir/Madam,' + #13 + 'Please check the attachment for ' + lSubject + #13#13 + 'Best Regards,' + #13 + <Profile."CompanyName">; end; //ID uses for display on progress dialog EmailSettings.Values['ID'] := vName; end;
3. Payslip email no recipients specified
- Solution:
- Make sure all the employees has an email address at Maintain Employee...
4. Payslip doesn't send to recipient email
- Solution:
- Make sure the employee email address do not have spacing in between and use comma for multiple emails.