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Bulk Email with Password

note
  • Not applicable for Export Email Client or Export to PDF
  • For Email Client, 10 records in one PDF, email to 1 recipient, system unable to generate password due to not sure which password should get

Prerequisites

info

In order to use this, user’s computer must configure with window email first

Setup

  1. Navigate to Human Resource > Maintain Employee

  2. Key in the PDF password and enter the email address

    maintain-employee

  3. Next, go to Payroll > Print Payslip. Choose the month End Payslip, Apply and Preview

  4. Click on the 🔽 beside the excel export, click on Export to Email Client (Batch)

    export-to-email-client-batch

    tip

    For Testing purpose, you may activate the module at File > Customize Payroll Module and ticked Batch Email

    batch-email

    Error

    If you haven't configure your window email, you will see an error message as below. Make sure yo have configure your window email before doing these steps.

    error

Simple Steps To use IC as PDF Password

  1. Navigate to Human Resource > Maintain Employee

  2. Click on one employee record, hold the Shift key in the keyboard and click on the last record to highlight all

  3. Click on 🔽 button beside More, select Batch Edit

  4. From the columns, click on field Chooser and select Name2, New IC

  5. Save the structure, copy and paste the New IC value to Name2 column

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