Using password to protect Payroll Advices and other Payroll PDF for Employees
The EFT Option “Use Remittance Advice Password” on the Payroll tab comes into effect when emailing advices to EFT Employees. The option also applies to PDF emailed using Print T4, Print T4As and Relevé 1s when using Canadian Payroll.
When this option is selected, Remittance Advice, payslips/paystubs and other payroll related PDF documents are encrypted before being emailed, with either one or two passwords: Master and/or User.
Encryption of Payroll Payslips/stubs, Relevé 1s, and T4 documents is performed using the Master Password and/or User Passwords entered into the EFT Options \ Payroll Tab and the individual Employee records. The same password precedence rules as outlined below for EFT Payroll Advices apply to these documents.
Use of the User Password in the EFT Employee record:
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If a password has been entered in the EFT Employee’s Remittance Password field, then this password will be applied to the remittance PDF document.
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If a password has not been entered in the EFT Employee’s Remittance Password field, then the EFT Options \ Payroll Password Formula will be used to generate a Employee-specific password to be applied to the remittance PDF document.
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If no password formula exists for either of those fields, then the PDF document will not be encrypted.
Use of the Master Password in EFT Options \ Payroll Tab:
The Master Password is an optional password that can be applied during the encryption of a remittance PDF document, in addition to the User Password (generated as per the rules described above). It not necessary for the encryption of a PDF document. The rules are:
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If a User Password and Master Password both exist, then encryption of the PDF document will take place using both passwords.
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If a User Password exists, but no Master Password exists, then encryption of the PDF document will still take place, using the User Password only.
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If no User Password exists, then no encryption of the PDF document will take place, whether or not a Master Password exists.
If you want to use the ability to password protect the PDF attached to emails in EFT Processing, you need to use EFT's SMTP options.
Similarly, if you want to save a copy of the Payslip/paystub in the directory configured on the EFT Setup> Options > Default Advice Tab, you need to fill in the A/P Email or the Payroll Email SMTP details. If emails are sent using default Sage's configuration through Outlook, a copy of the file will not be saved.
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