Convey your message on payslips and invoices using 2 unique methods
You're able to add a note or a comment on payslips so that an individual employee can see or all employees for your selected pay entity (office code) will see.
In this article, we will cover:
- Adding a comment onto a single employee's payslip
- Adding a note onto all payslips for a particular office code
- Adding a note to appear on all invoices for your clients to view.
What's the difference between a comment and a note you may ask? Not much really, just how you apply them in your platform!
A comment is applied directly to an individual employee's payslip
- This will only apply to an individual employee.
- The comment will only appear on one payslip and not on future payslips.
A note is applied per Office code
- This will apply to all employees on that office code.
- The note will stay on all payslips for that office code until you delete it. I.e. Next pay cycle if you wish.
- You can also add a note or a message on Invoices.
We will cover instructions on applying each of these below.
Adding a comment on an employee's payslip is a quick and easy way to communicate to them why you have made a change to their payslip. This can be done on both draft payslips and generated payslips.
Please note this Screen Navigation has no sound, please watch and follow along for helpful tips on adding comments.
To add a comment to a payslip:
- Navigate to Payroll > Pay and locate the payslip in question.
-
On the right-hand side select the down arrow > Comment.
- Add the content of your message and Confirm.
- The comment icon will now display on the Pay page, you can hover over it to see the details of your message.
- The payslip comment will always appear on the last page of the employee's payslip. Select the payslip ID to preview the payslip to view the comment.
Please note: This comment will only display for this particular pay period and employee. It will not reoccur.
To add a note to your payslips for employees to view:
- Select the hamburger icon to open the full menu, and select Payroll Settings > Office Codes.
- Select the relevant office code and click Edit.
- Add your message by completing the 'Additional Information Title on Payslip' and 'Additional Information on Payslip'. This is available to office codes that have been set up as a paying entity. Click Save.
- Add note on Payslip Example:
- The message will appear on an additional payslip page upon the next payslip generation. You're also able to add a note for invoices. Repeat for any other office codes that are paying entities.
Please note: Don't forget to remove the message before the next pay cycle if you do not wish it to appear again.
To add a note to your invoices for your clients to view:
- Select the hamburger icon to open the full menu, and select Payroll Settings > Office Codes
- Select the relevant office code and click Edit.
- Add your message by completing the 'Additional Information on Invoice'. This is available to office codes that have been set up as a paying entity. Click Save.
- Add a note on an Invoice example:
- The message will appear on an additional invoice page upon the next invoice generation. Repeat for any other office codes that are paying entities.
Please note: Don't forget to remove the message before the next pay cycle if you do not wish it to appear again.