Running a payroll generates various documents, including employee payslips, payment files, and more. PayFit stores those files securely in the Documents section, where you can download, rename, delete, and filter them by employee and date. Documents are also sorted into folders, so you can easily find the right file.
Tip: Documents for the month are generated when you run your payroll. This is when you'll see folders related to the current month, e.g., June 2024.
The documents section is split into two sections: employee documents and company documents.
Company documents
Company documents include files such as your bank payment file or pension upload file. To access these, from the left, choose Documents, then Company documents.
You can use the heading titles to re-order the list and find the right file. You can download, rename, or delete any file using the Actions (...) button. You can also download an entire folder using the same Actions (...) button.
Adding a new document
To upload a company document:
From the left, choose Documents, then Company documents.
Find the relevant folder.
In the top-right, click Add a document.
Drag and drop, or upload the file, then click Add.
Employee documents
Employee documents are files specific to each individual employee, e.g., payslips, P60s, etc. Employees can be given access to their own documents through the employee space. For more information about how to activate the employee space, please refer to our Help Centre article.
To access employee documents, from the left, choose Documents, then Employee documents.
You can use the heading titles to re-order the list to find the file easily. Or use the drop-down in the top-right to filter the folders by a specific employee. You can download, rename, or delete any file using the Actions (...) button. You can also download an entire folder using the same Actions (...) button.
Adding a new document
This is particularly useful if the employee has an activated employee space, so you can upload confidential files securely. As they use a password to access their employee space, the file is unlikely to be intercepted by a colleague.
Otherwise, you can use this to organise your files according to the employee's name.
Warning: If the employee has an activated employee space, uploading a document makes it immediately visible in their employee space, so it's important to check that you're using the correct document and employee name.
The folders you can upload employee files to are limited, so the employee space is less cluttered. The folders that you can upload an employee document to are indicated with the three-figures icon:
To upload an employee document:
From the left, choose Documents, then Employee documents.
Browse to the relevant folder, e.g., Contract.
In the top-right, click Add a document.
Drag and drop, or upload the file.
Add a Document name this is visible to the employee if they have an activated employee space.
From the Employee drop-down, select the correct employee name.
If necessary, from the Folder drop-down, select the month that the file relates to.
Click Add.
As long as the employee's space is already activated, the file is immediately available in their employee's space. You can ask them to log in and view their secure file.