Email T4's to Employees

Generating the PDF:

Steps:

1. Go to Forms > T4s > Print
2. Select ‘Supplementary’ under Select the form to be printed:
3. Select ‘Recipient Copies’ under Print and click on the ‘Generate PDF’ button

Emailing the PDF:

The next step involves emailing the T4s to employees. You must verify that the T4s have been created prior to delivering the files.

1. Go to Utilities > eDelivery
2. On the Delivery Type tab select the email connection method and the Generated T4s radio button under Select Source of PDF files
   
3. Click Next to go to the E-Mail Settings tab
4. Enter the credentials for your email server such as hostname, server port, mail server username and password
5. Provide a subject and body relating to the T4s
6. Click on Send a test email to confirm the connection gets established
7. Proceed to step 8 if you receive the following message: "Process ended gracefully."
8. Click Save Settings and click on Next
9. Select the list of employees you wish to send the T4s to
10. Click Send Emails
11. The Status tab will display the results of the procedure
12. Click Next to go to the Delivery Report, you can print and preview this for your records
13. Click Exit
14. Go to utilities → backup company data ( After print /Email of T4s)

Note: If you encounter any issues during the emailing process please ensure you have done the following:

1. Verify the employee’s correct email address has been entered.
2. Prompt employee to double-check their junk or spam folder.
3. Confirm that the connection was established when sending a test email.