International Payslip Upload

This section allows you to upload payslips for an International payroll.  Where applicable, this also covers uploading of other types of document, such as WS2s for USA payroll.  For the rest of this page, payslip is used to refer to payslips or end-of-year documents.

The system has been developed to process specific payslip formats.  If new formats are required, or if an existing format changes, development will be required.

An example of the International Payslip Upload screen is shown below.

The system shows you the current active pay period for the selected payroll.  This is the period where the payslips will be uploaded.  If you do not want to upload to this period, see "Changing the Active Period" below.

To use this facility, ensure you have the following pieces of information:

• The payroll (remember that you might have more than payroll for a particular country)
• The payslip format (this is usually just the name of the country, but some countries might have end-of-year documents which have their own format)
• The PDF file of the payslips

Select the payroll, payslip format and click the "Choose File" button to select the file you want to upload.

Now click the Upload button.  You will see progress bars that show the number of pages processed and the number of errors.  An example is shown below.  Note that the Progress bar shows the number of pages processed.  This is not necessarily the same as the number of payslips as some formats have header pages, footer pages and separator pages.

In this example you can see that there has been an error while trying to match the payslip to an employee.  You can click on the View link to see the payslip.  This should help you identify why the payslip cannot be matched.

Note that uploading a file will result in a previously uploaded payslip being replaced.

Changing the Active Period

If you wish to upload documents to a different period, do the following:

• Record the active period.  This will be referred to as the active period
• Record the period you want to upload into.  This will be referred to as the upload period.  In some situations, you may need to create this period.  For example, if you are asked to upload a document that is prior to our engagement, it is likely that you may need to create the upload period.

Now do the following:

1. Inform any colleagues that you are changing the active period and they should not perform any operations such as a payroll export until you have finished
2. Mark the current period as in-active
3. Mark the upload period as active
4. Perform the upload
5. Mark the upload period as in-active
6. Mark the active period as active

End of Year Documents

End of year documents may be uploaded to their own special period to ensure that they are displayed in the correct order.  You may wish to create a brand new period to keep these separate from the normal payslips.  For example, in a weekly payroll, you might create a period 55 to store the end of year documents.