How to set up document delivery (electronic statement of earnings and tax forms)

How to set up document delivery (electronic statement of earnings and tax forms)

Organization Settings

1. Click your organization’s name in the top right-hand corner, and then click New Employee Default Settings.




2. The Electronic Statement of Earnings (ESOE) Delivery Method and Tax Form Document Delivery Method can be defaulted to either the Home Email or Work Email. These settings are applicable whenever a new employee is added.


Setting up document delivery

1. Go to the employee’s file (for help with this, check out our How do I access an employee file? article) and click the Document Delivery tab. Click Edit on the document delivery setting you wish to change.

  1. Electronic Statement of Earnings Delivery: This is commonly known as the paystub.

  2. Tax Form Delivery: This includes any T4 or T4A or RL1 forms processed.




2. Next, select the email for delivery under Available and move it to the box on the right by double clicking on it or by selecting it and clicking the arrow pointing to the right.


3. Click Save. Repeat for the other type of document if desired.

Changing the encryption password

The default encryption password is the last four digits of the employee's SIN. In order for the employee to open these documents on delivery, they need to know the encryption password.

1. Go to the employee’s file (for help with this, check out our How do I access an employee file? article) and click the Document Delivery tab. Click Change next to Password.


2. Enter the desired password in both the Password and Confirm Password fields. Click Save to apply these changes.


Note: the employee will not be notified of any changes.

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