Mass Employee Documents Upload

The Mass Employee Documents Upload feature allows you to upload payroll documents (such as payslips) in bulk and automatically split them into individual employee documents. This is particularly useful for processing monthly payroll documents efficiently.

Creating Payroll Documents

Setting Up the Document Upload

1. Go to Mass Employee Documents Upload and click New.

2. Give the Document a Name.

3. Click on Default Document Category and Select a Category.

4. For example, select Payroll.

5. Click on Save.

Configuring the Split Settings

6. Click on Uploader Type.

7. Choose Split.

8. Click on Update.

Configuring the Search Pattern

9. Paste the Required Search Pattern in here.

Important

This is a critical field - ensure the Search Pattern matches the Employee's names or numbers in your document. Make sure that underscores etc. are considered, too. In the example, we are searching for Employee's First and Last name (no underscore).

10. Type the split trigger word, for example "Gehaltsabrechnung".

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This field determines what word is triggering the split. In the example, it's "Gehaltsabrechnung" (German for payslip).

11. Click on Update.

Uploading and Processing Documents

12. Select your file from the file upload menu.

13. Click on Done.

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Please note: It's currently required to refresh the browser before the document preview is guaranteed.

Verifying and Creating Employee Documents

14. Click on an employee name (e.g., Anna Johnson) to preview their document.

15. Check your generated documents.

16. Click on Create Employee Documents to finalize the upload.