Table of Contents
Assigning Printers and Instruction Page
Delivery Setup
We need checks and report to be set to Seattle Printers and an Instruction Page for every client that processes payroll, regardless of print status.
Creating Instruction Page
Navigate to Profiles/Policies > Delivery and press button Delivery Policy Pages
On next screen, press button Add New, select Instruction Page, and press button OK.
Add instructions following these formats:
Top
All pages have the same format and system tags.
- Name – Instruction Page
- Title – Instruction Page
- Orientation – Portrait
- Text - {COMPANY_SHORT_NAME} - {COMPANY_NAME}
Section #1
Instructions for what to expect when the payroll is delivered are listed under this section. At the very end of the instructions enter the system tag for CSR: {CSR_NAME}
Samples of format:
Paperless Client
Client with GPS
NOTE: Client with GPS always begins with the GPS line followed by remaining instructions.
Client with Printed Checks
NOTE: Always begin with shipping method.
Client with Split Delivery
NOTE: Use line to divide shipping instructions, end with CSR and system tag.
Assigning Printers and Instruction Page
CHECK PRINTER: Seattle Checks
REPORT PRINTER: Seattle Reports
Navigate to the Delivery Policy for Pay Statements (regardless of if they are set to print or not).
Under Instruction Pages, attach the Instruction Page created in prior steps.
Under Override Delivery Destination, select Seattle Reports. This will cause the Instruction Page to print to the Seattle Distribution Room each time the payroll is Delivered.
If we print checks for the client (pay checks and/or vendor checks), change the Delivery Destination from the Master Check Printer to Seattle Checks.
