Configure ESS Tax Form Email Notification

Payroll Administrator Guide

Version
R2025.2.1
ft:lastEdition
2025-12-01
Configure ESS Tax Form Email Notification

You can send an email message to notify employees in a pay group that a new tax form or a year end form is available in the employee self-service (ESS) feature. The email delivery schedule is based on the Tax Form Print ESS Offset (Days) setting in System Admin > Client Properties.

Before You Begin: In the Properties tab in System Admin > Client Properties, select Yes in Enable Tax Form Email Notification. This option is displayed only when you log in using a system role. Employees also need a valid email address saved in their record in People.

To configure Dayforce to send an email notification:

  1. In Pay Setup > Pay Group, for one or more pay groups, in the Payroll Properties tab, select Enable Tax Form Email Notification. To ensure emails are sent only to email addresses that have been verified, select Send Email to Verified Address Only.
  2. Create an email message.
    1. In the Reports tab in Payroll Setup > Report Output, select Year End Form Delivery Statement in the list of reports.
    2. Enter a subject line for your email and a message in Body.
  3. Click Save.
  4. Preview the email message by sending it to a test email address. This email address isn’t saved in Dayforce.

Localize Earning Statement Email Notification

If your organization supports multiple languages in their employee communication, you can add a version of the email in another language.

  1. After creating the original email message, click Localize.
  2. In the Localize dialog box, click Add.
  3. Click the field in the Language column and then select a language in the drop-down list.
  4. In the Subject column, enter a subject line for this localized email in the language you've selected in the Language column.
  5. Click the field in the Body column and enter the message in the language you've selected in the Language column.
  6. Click Save.