Notification

access level payroll advisor (full access), manager (full access) module payroll payroll card in this area, users can email customers for two main purposes to issue payroll related reminders, such as cancellation notices, and to log manual deliveries, including fedex shipments and local pickups two action buttons are located at the top of the workspace delivery and notifications delivery select the delivery subtab to open the delivery workspace your screen should look similar to the example below this section provides two main functions disable automatic delivery (red button) allows users to turn off the automatic emailing of payroll finalized to the customer this also stops any related email reminders for that payroll record register manual delivery (purple button) lets users confirm that the payroll was delivered outside the system via front or a fedex pickup this action completes the final processing requirement for the payroll record ✅ success when selecting register manual delivery , a confirmation pop up will appear asking you to confirm that emails or fedex were delivered for information about what customers receive when payroll is finalized, see the payroll finalized email templates guide and client view of payroll finalized documents notifications select the notifications button to open the email sender workspace your screen should look like this email communication log ℹ️ note this workspace displays a complete log of all email communications sent to the customer all notifications are properly logged, whether manually sent by users or automatically generated by the system, ensuring improved visibility and tracking of all customer communications sending email notifications the purple dispatch notification button allows you to send email templates to customers here's how to use it select dispatch notification to open the template selection pop up use the dropdown menu to select your desired email template preview the email content and any text messages before sending select dispatch to send the email to the customer\\ ⚠️ warning only client contacts with the " is payroll contact " toggle enabled will receive emails you can also preview the email before sending it and review the text message attached to some of the emails if needed once you confirm your email, select dispatch , and the system will email the client ℹ️ note this workspace displays a complete log of all email communications sent to the customer, whether manually sent or automatically generated by the system special notification types several notification types serve specific purposes in the payroll workflow pending approval email sent to customers requiring invoice approval before processing see pending approval payroll for details bounced payroll collected used to notify customers that a previously bounced payment has been resolved see bounced payroll & credit hold for the complete process pending cancellation alerts customers about potential account cancellation for the full workflow, see pending cancellation guide email logging enhancement all email notifications sent through the notifications tab are now properly logged in the system this enhancement provides complete audit trail of all customer communications timestamp tracking for each notification sent user identification for manually dispatched emails automatic logging of system generated notifications 📌 tip use the notification log to verify whether a customer has received important communications this is especially helpful when handling customer inquiries or disputes next steps after managing customer notifications logs tab review activity history billing tab process payments processing tab complete payroll requirements 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation questions about permissions? review the user roles & permissions matrix to understand access levels