Planday supports multiple formats for importing payslips. By importing payslips to Planday, each employee can access their own payslips either from web or through the mobile app.
In order to match an employee with his or her payslip, Planday uses TWO identifiers:
- NI Number and payroll ID
Both of these must be identical in Planday and in the system used for processing payroll.
Download the payslips from the payroll system as a single file, with one payslip per page. Also, make sure the document isn't password protected.
Import payslips to Planday
Navigation: Payroll > Payroll export > Import payslips
Follow the steps below to import the payslips to Planday:
- Log in to Planday and go to Payroll > Payroll export > Import payslips
- Enter the start and end date for your payroll period
- Select upload format
- Click Upload file
Payslips will be uploaded for your final approval. You'll see a list with all employees, and if the upload was successful or not.
After you've reviewed the uploaded payslips, click Save.
Available upload formats
Planday can handle payslips from a range of payroll providers. IRIS, SAGE and BrightPay are all supported. In addition there's a generic import option for other systems.
Access to payslips
Employees can see and download their payslips from the Account page in the mobile app, or under Home tab on web. Managers can access payslips either from the employees' profile, or from Payroll > Payroll exports > Payslips.
If a payslips fails to upload, the likely reason is that the payroll ID or NI number in the file doesn't match the information in Planday. This check is done to ensure the correct payslip is distributed to the right employee.