How do I restart/resume emailing from a specific employee?

Sometimes it is necessary to restart mailing from a certain point, maybe because of a PC issue or emailing issue outside of your control. The P11D Organiser will let you start emailing from a specific point in a list.

Depending on the scenario there are two ways you can go about this. The first scenario is that this is the first batch of emails you are sending out and it has stopped midway. The second scenario is you have sent out your first draft of P11Ds to your employees and are now ready to send them out again but once again the emailing has stopped. 

Scenario 1

Click the "Find Employees" button located on the left-hand side of the P11D Organiser.

A "Benefits" pop-up window will then appear, locate the button with a list and a blue envelope. That will create a lookup of everyone in the company who has a benefit assigned to them and has an email address.

Then open the reports wizard, either by going to File -> Reports Wizard or clicking the printer icon in the bottom right-hand corner of the employee list.

Locate and click the "View Sent Items" menu in the bottom left. This will bring up a list of everyone in that company that has been emailed already.

Make sure the tag in the bottom left-hand corner is set to "Emailed" and then Right-Click on the "Lookup" button. This will remove any employee that has already been emailed from the lookup that we have previously created. 

Scenario 2

Unless you have made specific changes, the P11D Organiser issues emails in alphabetical order, so you can use the 'sent items' list to find the last employee that was emailed. Access to the sent items list from the icon on the lower left of any Reports Screen.

This will display a list of sent emails (newest at the top) - note the name down.

When you have established the last employee mailed, follow the usual process (see here) to create the lookup of employees you want to mail (as before). Then highlight the next employee (the one you noted down earlier) in the list as the start point of the process:

Then Right Click on the next employee icon in the bottom right:

You will see a dialogue asking if you want to create a lookup from that employee to the end of the list:

Select Yes, then proceed with the emailing process as normal, ensuring you select This Lookup when the option is offered: