Introduction

The system can be used to generate individually addressed emails, attaching a PDF version of the chosen Employees Benefits statement report. The system will send the emails to the email addresses saved in the employee records. 


Using Filters

The system allows you to apply a series of "filters" to narrow down the database of employees held in the system to create an "active lookup" of employees with distribution/delivery of the P11D Benefit Statement in mind. 

Filters can be applied for a number of criteria such as; current employees, leavers, employees WITH/WITHOUT email addresses etc so as to exactly define a lookup and then use this lookup to email or print reports etc top this specific batch of employees.    


Email text

The system allows you to create the body of text for the outgoing emails and, in the case of Benefit Statements, it will also allow you to add text into the document and use your company logo. (Separate support article here )


Below is a step by step guide to create a lookup of employees to email their P11D Benefit Statements. The considerations here are:-


a) Employees WITH benefits to report

AND ALSO

b) Employees WITH an email address saved to their employee record 

AND REMOVE 

c) Employees that have a Date Of Leaving saved to their employee record

  

 
Selecting employees - Build a filtered list for emailing

1. Select the Employer record and click on the Setup Filter icon:-





2. Set the filter to "All employees WITH benefits and expenses"  for the scope setting "This Employer" ..... and then click Filter



3. The resulting "View list of employees" screen will tell you how many people meet the filter criteria are therefore now the  "active lookup



4. You will now need to apply a second filter to select employees with email addresses. This is done by clicking the setup filter icon again and applying the 2nd filter


The resulting list of employees is your email distribution list (All employees WITH a benefit to report AND who have an e-mail address to use) 


Remove Leavers from the Lookup?

Use the "leaver" selections below to take employees out of the active lookup - you don't want to issue the email to an inbox they no longer have access to and would prefer to print/post the "leavers" P11D's



Now that you have current employees with benefits and email addresses you can now proceed to the Reports Wizard (Printer icon)




Sending the Email

Having now created our specific "Active Lookup" of matching records,  we can use the "scope" setting in the reports wizard to create the report specifically for this batch of people.  


1. Select the employee report that you wish to send from the Employee report list - typically P11D Facsimile or Benefits Statement and click Next



2. Set the scope to This Lookup (your filtered list) & click NEXT



3. Set the Report to as Email and click Finish



4. The Email text entered previously will then be displayed in the body of the email received by the employees 

 


5. Click on the Email button from the email screen to send the first email, the system will then confirm and offer to automatically send the remaining email (in alphabetical order)



Clicking the Rest button from the previous screen will also send the remaining emails 



6. The system will confirm that the emails have been sent successfully