Send Digital Notice of Wage / Salary to Employees for Review & Approval
SchoolFront allows you to mail-merge digital notices of wage/salary for all of your employees at one time and mass-email them their notices of salary.
Applicable System Roles
- Human Resources
- Administrator
Prerequisite Steps
- Ensure All Employees Have an Email Address Associated with their User Record in SchoolFront (SchoolFront cannot send a digital notice of wage/salary to an employee who does not have an email address in the system).
- Ensure Salary Information is in the System for Employees (i.e. in the form of a wage/salary adjustment)
- Configure Wage / Salary Notice System Settings
- Create Wage / Salary Notice Templates
Step-by-Step Instructions
You can send a digital notice of wage/salary to one employee at a time or to multiple employees simultaneously:
Send Notice of Wage/Salary to a Single Employee
- Go to Salary Adjustments in the left hand vertical navigation menu.
- Find the employee to whom you would like to send the notice.
- Click the employee to open his/her Details in the area below the grid.
- In the Details area below the grid, click the Send Notification link.
- A little dialog will open.
- Choose the correct Notification Category from the drop-down menu.
- Choose the correct Notification Template from the drop-down menu.
- Determine who should receive the notification by checking the appropriate checkboxes under Recipient:
- Manager = The employees manager will receive a copy of the email with the employee's username and password.
- Selection = The employee his/herself will receive a personalized version of the notification.
- Self = You (the sender) will receive a personalized version of the notification. (Sometimes senders like to send to self as a "sanity check" or confirmation that the notification is working as they desired.
- Enter the Subject of the Email (e.g. Your Digital Notice of Wage/Salary: Please Review & Approve).
- Add persons to CC. Note that each person identified will receive 1 notification for each recipient specified with the checkboxes...So if the student has 10 family members defined in the system and checked the "All Family" checkbox, CC'd individuals will receive 10 emails--one personalized for each family member.
- Click the Preview button to see what the personalized notifications will look like. Typically there is a page break in the preview between the notifications created for each recipient. Review the content and make sure you like it. If there is something you do not like, you may need to cancel this notification for the time being and edit the template.
- Click the Create Notification button.
- Change the status of the salary adjustment record to "Pending Employee Review."
Send Notice of Wage/Salary to Multiple Employees Simultaneously)
-
Go to Salary Adjustments in the left hand vertical navigation menu.
- If you do not want to send a notice of wage/salary to every employee in the grid, use filters and or saved views to reduce the grid to show only records whose status you want to change. This is important because when you send the notice of wage/salary email, it will be delivered to all unfiltered/visible employees in the grid.
- Once the employees are properly filtered, click the "Send Notification" link at the top of the grid.
- A little dialog will open.
- Choose the correct Notification Category from the drop-down menu.
- Choose the correct Notification Template from the drop-down menu.
- Determine who should receive the notification by checking the appropriate checkboxes under Recipient:
- Manager = The employees manager will receive a copy of the email with the employee's username and password.
- Selection = The employee his/herself will receive a personalized version of the notification.
- Self = You (the sender) will receive a personalized version of the notification. (Sometimes senders like to send to self as a "sanity check" or confirmation that the notification is working as they desired.
- Enter the Subject of the Email (e.g. Your Digital Notice of Wage/Salary: Please Review & Approve).
- Add persons to CC. Note that each person identified will receive 1 notification for each recipient specified with the checkboxes...So if the student has 10 family members defined in the system and checked the "All Family" checkbox, CC'd individuals will receive 10 emails--one personalized for each family member.
- Click the Preview button to see what the personalized notifications will look like. Typically there is a page break in the preview between the notifications created for each recipient. Review the content and make sure you like it. If there is something you do not like, you may need to cancel this notification for the time being and edit the template.
- Click the Create Notification button.
- Change the status of the salary adjustment records to "Pending Employee Review."