First-send and employee experience checklist

Use this checklist to verify the first send across all the people who will operate the process. Each person should complete their own task rather than watch somebody else do it.

Sender readiness

• Approved file, intended employer, period and recipients are confirmed.
• The selected employee route is usable in the relevant location.
• Acknowledgment instructions match the actual setting.
• A test send is clearly separated from the first live payroll.

Employee test

• The employee finds the personal message in their own inbox.
• The statement opens on the device normally available to them.
• They recognize their name, period and relevant pay details.
• They can review before the requested action.
• The chosen acknowledgment can be completed independently.
• Any needed PDF or history option is checked rather than assumed.

Administrator and finance test

• The correct account and batch can be located again.
• Delivery, opening and acknowledgment are interpreted separately.
• An intentional test error has a supported correction path.
• A retrieved record can be opened and compared with the approved source.

Check	Result	Observed evidence	Owner	Retest date
Example: independent employee access	Not assessed	Record an actual observation	Assign internally	Set when needed

Select ready, needs further testing or not suitable under the current conditions. One successful employee is not proof that a materially different file, device or workforce group will work.

Explanations and steps

• How do employees receive and view a SugarHR payslip?
• What is the difference between delivered, opened and acknowledged?
• How should we move from a sample to the first live payslip run?
• Send payslips now or schedule delivery
• Choose and verify employee acknowledgment
• Troubleshoot missing email and payslip access
• Run a meaningful one-month SugarHR pilot

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