04-09-2020 03:53 AM
A simple idea but very useful in out organization. Saved some money we used to pay for a third party to send payslips to all employees.
All what needs to be done now: Finance team updates an excel sheet in a document library with payroll information, and everyone gets their payslips in PDF
-List rows from the excel file
-For each row:
1-Create an item in a SharePoint list (this is an optional step just to keep historical data).
2-Populate each column to a Microsoft Word template that is saved on Sharepoint library or OneDrive directory.
3-Create a file using the output of the step(2) ans save it in a document library or a OneDrive directory.
4-Convert the file saved in step (3) to PDF.
5-Send the PDF file by email ( Hint: Recipient address is mentioned in one of the columns initially updated by finance team)
Note (need to have premium licenses to be able to populate the data to Microsoft Word template and convert to PDF (steps 2 & 4)