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Level 2

Email or delete a payslip

Email payslips only to the correct recipient and delete only draft/incorrect records where allowed.

Who can do this
Payroll edit access
Last verified
2026-06-06
Steps
4
Product area
Payroll
Before you start

Prepare these items.

  • Payslip exists.
  • Recipient email is correct if emailing.
  • Deletion rules are understood.
Steps

Follow the workflow.

  1. 1

    Open payslip record

    Open the payslip from Payroll for the employee/cycle.

    Expected result Payslip record is visible.

    Open payslip record screenshot Payslip record
    Click target: Payslip record
  2. 2

    Email with care

    Use Email only after confirming the employee email and final content. Training should use dummy recipients only.

    Expected result Email action is deliberate.

    Email with care screenshot Email
    Click target: Email
  3. 3

    Delete draft if allowed

    Use Delete for incorrect draft records only when the UI allows it.

    Expected result Incorrect draft is removed.

    Delete draft if allowed screenshot Delete
    Click target: Delete
  4. 4

    Confirm status

    Return to Payroll and confirm the record is sent, deleted, or still present as expected.

    Expected result The list reflects the action.

    Confirm status screenshot Payslip status
    Click target: Payslip status
Final checks

Confirm before you finish.

  • Emails are sent only to correct dummy/safe recipients in training.
  • Deleted records are only those allowed by status.
  • Status is verified after action.
If something goes wrong

Recover without losing control.

  • If email recipient is wrong, update employee details before sending.
  • If delete is unavailable, use the correction workflow.
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