Payroll document import

The payroll document import allows you to batch import payslips, P60s and P11Ds from other systems to show on employees' records.

1. From your HR home screen navigation, select Payroll Document Import:
   
   

2. The Payroll Document Import screen displays:
   

3. Select the type of document you are importing from the list:

   • Payslip.

   • P60.

   • P11D.

4. Select Choose File and browser to select the document to import.

5. Select how to match file names with employee records, using:

   • Employee ID.

   • Payroll ID.

   • National Insurance Number.

6. Tell the system where the option selected in step 5 is location in the document. Select from the The part of the example filename to match from list.

7. Select the options to use when the system needs to create a new employe record. You can select From filename to have the system read it form the imported document, or Enter Value and enter the value to use:

   • Tax Year.

   • Tax Period.

   • Pay Frequency.

   • Pay Date.

8. Select Preview the import.

9. Review the import summary. Select Back to import options if you need to go back and make adjustments. Confirm that you have reviewed the import and select Complete the import now.