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How to Bulk Send and Track Payroll Statements Effortlessly

02-03-2025

🤔 On payday, I manually prepare and distribute payroll statements to each employee.

Since we have a large number of employees, this process is time-consuming. Occasionally, employees claim they never received their statements, forcing me to track them down and resend them individually—adding even more hassle.

Is there a more efficient way to bulk-send payroll statements while also tracking receipt confirmations and resending them if needed?

🙆‍♀️ Want to send payroll statements in bulk and track receipt confirmations effortlessly? With Shopl, you can!

Shopl’s [E-Documents] feature streamlines document distribution, making it easy to send important files like payroll statements to employees. It’s especially useful for documents requiring unique, employee-specific data.

Discover how Shopl can simplify payroll statement distribution today!

1. Bulk Send Payroll Statements and Track Receipt Status in One View!

▪︎ Seamlessly Sync Employee Information from Shopl

No need to manually enter employee details—Shopl does it for you!

If employees are already registered in Shopl, their information (such as name, employee ID, and hire date) is automatically populated in the payroll statement. Managers can simply click to insert the necessary details.

▪︎ Bulk Input and Send Payroll Statements in One Go

Easily enter variable payroll data such as working hours and salaries, then send payroll statements to all employees at once.

Shopl’s [E-Documents] feature supports the [Text for Each Recipient] function, allowing managers to insert different values for each employee in a specific document section. This data can be uploaded in bulk via Excel for quick and accurate processing.

To further streamline payroll preparation, Shopl offers the [Comprehensive Attendance Report] feature, which provides an overview of total working hours, overtime, night shifts, and holiday work hours. Want to learn more about the [Comprehensive Attendance Report] feature? Check out the link below!

▸ How to Consolidate Scattered Attendance Records into One Comprehensive Report >

Once the payroll statements are prepared, simply select the recipients, and they will be sent out all at once. If a reference is needed, use the reference function to add the desired employees as references. Referenced employees will receive the same push notification as the recipients when the document is sent.

▪︎ Employees Can View Payroll Statements on Mobile

When the payroll statements are sent, the designated recipients will receive real-time push notifications on their apps. Employees can check their push notifications and access the app to view their payroll statements on mobile.

▪︎ Easily Track Receipt Status and Resend When Needed

After sending the payroll statements, track receipt status at a glance.

On both the app and dashboard, you can check the document’s overall read rate and each employee’s receipt status. If some employees have not yet viewed the document, you can resend the push notification to ensure they receive it.

2. Frequently Asked Questions

Q. Can I reuse the payroll statement template from the previous month?

A. Yes, you can reuse previously sent templates.

The [E-Documents] feature allows you to conveniently resend documents, such as payroll statements, using the same template with the document copy function.

▸ Learn more about copying and resending past documents >

Manage payroll statement distribution easily and efficiently with Shopl’s [E-Documents] feature. Reduce input time with employee information integration, send documents in bulk, and track receipt status all in one place. Streamline and simplify payroll statement management with Shopl!

Learn more about the Electronic Document feature >
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