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How to setup Password Protected Email Attached Payslips
How to setup Password Protected Email Attached Payslips

Send password protected payslips via email attachment

Jake Ellis avatar
Written by Jake Ellis
Updated over a week ago

Before setting up password-protected payslips sent by e-mail, you need to enable payslip password protection and enable administration permissions to create payslip passwords.

Please follow the below steps to setup Individual Passwords per employee's Payslip.

Enable payslip password protection

  1. Go to Payroll & Leave > Main > Settings > Payroll > Payslip Settings.

  2. Click Edit.

  3. Tick the box next to Payslip Password Protection.

  4. Click Save, then log out from Indigo and log back in.

You can now set a password for payslips sent to an employee’s e-mail address.

Create a password for an employee’s payslip

  1. Go to HR > Main > Employees.

  2. Select Form View and scroll down to Payment Details.

  3. Click Edit and enter a password in the 'PDF Export Password' field.

  4. Click Save.

About this password

This password is to be used by the employee when opening the payslip. Passwords can be imported via Excel to be updated for all or selected employees, but this field cannot be exported.

To import this field, export the employees (Code and FullName will suffice), then open Excel and add 'EmployeeExportPlainCode'  as another column heading in the sheet. Add relative passwords to the employees and save the Excel sheet. Then import the document from Indigo.

If an employee already has a password inserted and you need to remove it, you can do so either by deleting it in the employee's Payment Details in Payroll > Employees, or by importing the Excel sheet with '[VOID]' inserted in the field for the specified employee (as in row 4 above). This will remove any password that the employee might have.

Once updated, you can view the password by editing the employee and clicking 'Show'.

When in 'Show' mode you can 'Save' it to leave it as is, or insert a new one password and then click 'Save'.

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