Overview
After Calculating and Finalising the Payroll, the Payslips button will be available at the bottom right side of the screen.
Clicking on it will create a new payslip run for the payroll. Click on Generate Run & Preview Payslips or Generate Run & Send Payslips to follow through with the process.Β
What's the difference?
The difference between the two options is that Generate Run & Send Payslips will send the payslips to the employees' default method immediately, while Generate Run & Preview Payslips will not and will require you to manually publish the payslips to send them.
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The process may take a couple of minutes, please wait until you are notified that the payslips are ready.
Generating, Printing, Downloading, and Publishing Payslips
Once completed, the following screen will be displayed, allowing you to regenerate (refresh) any payslips, print, download and publish payslips on employee portals. Each action can occur for all available payslips, for any pending payslips, or for all selected payslips. To select particular payslips, use the checkboxes on the left.
Generate regenerates or refreshes payslips. Note that for changes in an employee's pay to take effect in the payslip, you first need to Unfinalise & Recalculate. The payslip can then be generated as normal.
Print allows you to print the payslips. (You can sort your payslips prior to printing in the Settings pop-up window.)
Download allows you to download the payslips. You can view a detailed guide on downloading payslips as a ZIP file here.
Schedule sets a date and time of day on which to automatically publish the payslips. Read more in this section below.
Publish will send the payslips to employees using their respective method of delivery, while also publishing on their employee portals. You can change the methods of delivery here, or individually for an employee in his own employee settings page.
Payslips can be previewed using the Payslip Preview ποΈ buttons on the far right of each entry.
Schedule Payslip Publishing
You can set Indigo to automatically publish a payslip run on a specific date and time of day, using the Schedule button in the Payslip Run screen.
In the Payslip Run screen, click the Schedule button located between the Download and Publish buttons on the bottom right.
βWhen the Schedule Payslip Publish modal opens, choose the date required from the date picker, then pick from 'Morning' and 'Afternoon' for your preferred time of day. When you're ready, click Schedule.
βThe modal will close and a note showing the date and time of day scheduled will appear in the bottom action bar, while another notification will show in the Scheduled Commands dropdown in the site header.
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β οΈ Important: payslips can only be scheduled after calculating and finalising the payroll and generating the payslips for that roll.
When the scheduled date and time arrive, Indigo will automatically process the request. On completion, the user who created the schedule request will receive an email alerting them to the final results of the process, such as if it was fully successful or if there were any errors.
If any errors were encountered, the email will include a link to the payslip run page so that the user can view and tackle the errors more easily.
You can delete the scheduled publishing command any day or time before the scheduled date using any of the following:
Option 1: unfinalise the payroll.
Option 2: cancel the payslip run.
Option 3: manually publish All/Pending/Selected payslips.
Option 4: delete the command from the Scheduled Commands screen.
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