Firm > Payroll Alerts tab

Alerts and notices
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For live payroll processing only

The Payroll Alerts tab is part of the Alerts and Notifications feature, which enables you to alert your firm staff, client staff, or other stakeholders of certain payroll-related actions or situations via pop-up alert and/or email notifications.

Note: To exclude a client from particular alerts and email notifications, mark the appropriate checkboxes in the Payroll Alerts section of the Clients > Payroll Information tab.

Email notifications are available only for firms running the application in the Virtual Office CS or the Software as a Service (SaaS) environment.


Choose Setup > Firm Information > Firm and then click the Payroll Alerts tab.

See also: Setting up payroll alerts and email notifications

Fields & buttons

Grid columns. The Employee Defaults grid and the Check Defaults grid both contain the following columns

  • Condition column. The Condition column within each grid contains rows that list the conditions for which you can set up an alert or notification. The conditions are detailed in the grid help below.
  • Pop-up Alert column. Mark the checkbox in the Pop-up Alert column and Condition row to have the program pop up an alert dialog when that condition is met or the action occurs.

Email Notification columns.  (Available only via Virtual Office CS or SaaS) Mark any of the following checkboxes to specify which stakeholders should be notified by email that the condition has been met or the action occurs.

  • Primary Processor
  • Backup Processor
  • Client
  • Additional Contacts - Mark this checkbox to send email notifications to any additional contacts associated with the client, if they have an email address listed.
  • Other / Ellipsis button - Mark this checkbox to send email notifications to stakeholders whose email addresses have been entered in the Other Email Addresses dialog, accessed by clicking the Ellipsis button.

Employee Defaults grid conditions. When the following conditions are met or actions occur when employee records are added or modified, the application will issue a pop-up alert or send an email notification as specified via the checkboxes in the columns.

Check Defaults grid conditions. When the following conditions occur when batch payroll checks are entered, submitted, or printed, the application will issue a pop-up alert or send an email notification as specified via the checkboxes in the columns.

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