File Upload is an optional page. If your company does not have access to it under Import/Export → File Upload you may need to contact support for access.

Introduction

This page allows the following PDF files to be uploaded to InPay:

P60 - Currently only supported for XML companies
P11D - Normal InPay and XML companies supported
Letter - Normal InPay only
P45 - Currently only supported for XML companies

Uploading Files

Files may be uploaded individually or in bulk (if they meet the file name convention).

Individual Uploads

Click the Select File button and select the PDF file to upload
Select the File Type
Select the Year
Type in part of the employees name, employee number or NI number into the Employee text box
Select the Employee
Click the Upload button

Once uploaded, the file will show in the uploads table. This will show who uploaded the file and which employee the file has been uploaded to. To view the uploaded file, click the purple download button in the Download column.

Once files have been uploaded, another InPay user must be asked to review the uploads and approve them. Files must be approved before they will become visible to employees.

Bulk Uploads

Files may be uploaded in bulk if they meet the following file name convention: type-payroll-employee number-period

Click the Select File button and select multiple PDF files
Select the File Type
Select the Year
Select the From File Name option in the Employee list
Click the Upload button

Once uploaded, the files will show in the uploads table. This will show who uploaded the files and which employee each file has been uploaded to. To view an uploaded file, click the purple download button in the Download column.

If any of the files fail validation, none of the files will be uploaded and an error message will be shown.

Once files have been uploaded, another InPay user must be asked to review the uploads and approve them. Files must be approved before they will become visible to employees.

With normal InPay companies - only the type and employee number are used, enter zero or any number for payroll and period. To upload a P11D for employee number 1, the file name would be P11D-0-1-0.pdf.

Approving Uploads

To approve one or more files, check the check box at the far right of the required files row and click the Approve Selected button. Once approved, files will become visible to employees through the Payslip Portal.

Deleting Uploads

To delete one or more files, check the check box at the far right of the required files row and click the Delete Selected button.

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