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• Navigate to  Documents > Template > Email Templates > New
• Set Name as you want the template name to appear for example "Payslip Email Template"
• Set Record Type to "Custom Record"
• Set Subject for example "Payslip"
• Set Body with message you would like employees to see.

Within the email template body you can include fields from the employee record by using the syntax ${employee.fieldname} or fields from the payslip record using the syntax ${customrecord.fieldname}.

An example template is listed below:

Dear ${employee.firstName},

Please find attached your payslip ${customrecord.name}

Best Regards

Dave

Updating the Payroll Configuration To Use The Template

To configure your payroll to use the new email template you need to run the payroll setup wizard. Follow these steps:

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