Upload employee documents in bulk

Use Mass Employee Documents Upload to split a combined payroll file, such as a monthly payslip file, into Employee Documents.

Who can use this?

HR Admins and payroll teams in Salesforce with access to Mass Employee Documents Upload and Employee Documents.

Create the document upload

1. Open Mass Employee Documents Upload.
2. Click New.
3. Enter a document name.
4. In Default Document Category, select a category such as Payroll.
5. Click Save.

Configure how flair splits the file

1. In Uploader Type, select Split.
2. Click Update.
3. In Search Pattern, enter the pattern that matches employee names or numbers in the document. Include underscores or other separators when the source file uses them.
4. Enter the split trigger, such as Gehaltsabrechnung.
5. Click Update.

The search pattern must match the employee identifier in the file. The split trigger identifies the word that starts each employee's document.

Upload and process the file

1. Select the combined file from the upload menu.
2. Click Done.
3. Refresh the browser before reviewing the preview. The preview is not guaranteed to update until after a refresh.

Verify and create Employee Documents

1. Select an employee name to preview that employee's document.
2. Review every generated document.
3. Click Create Employee Documents. flair creates the individual records from the split file.

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