Overview

The following template Report Distribution Template (EasiPay) - Editable.xlsx may be used to set up a new user to receive report distributions. 

Please note that if the report is in csv/excel format, the user must have Winzip or similar to encrypt the document.  

Client Responsibilities

Please provide the following information to your consultant if you would like to add a user to receive report distribution:

• Name / Employee Code of the person who will be receiving the reports
• Email address of the person who will be receiving the reports
• List of all reports that the person will be receiving
• Filters (if any) for report that the person will be receiving

EasiPay Responsibilities

Upon receiving the information noted above, your consultant will:

• Add a user under Report Tools
• Verify the email address of the employee
• Allocate the set of reports as requested by the Client
• Provide the Client the User Subscription Report for review