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Adding employee and company documents to PayFit
Adding employee and company documents to PayFit
Rebecca Russell avatar
Written by Rebecca Russell
Updated over 5 months ago

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 category, employee, and date.

Tip: Documents for the month are generated when you run your payroll.

Documents in PayFit are split into two types: employee documents and company documents:

  • Company documents: bank payment file, journal, pension upload file, etc.

  • Employee documents: files directly available to all or specific employees, such as payslips, P60s, leave notes. For more information about providing access to documents in the employee space, please refer to our Help Centre article.

Tip: Uploading an employee document is particularly useful if they have an activated employee space, as you can upload confidential files securely. As they use a password to access their employee space, the file can't be intercepted by a colleague.

Downloading documents

To download an existing document

  1. From the left, choose Documents.

  2. Use the drop-down options along the top to filter the list by Category, Employee, and/or Pay period.

  3. Once you've located the correct file, click Actions (...), then Download.

Adding a new document

To upload a document:

  1. From the left, choose Documents.

  2. In the top-right, click Add a document.

  3. Select the Document type from the drop-down.

  4. Drag and drop, or click Add file(s) to upload the file.

  5. Click Next.

  6. Edit the Document name if necessary.

  7. Depending on the category, you might also be asked to select the relevant Pay periods. If you've chosen to upload a file to an employee-specific category, you'll also be asked to select the employee's name from the drop-down.

  8. Click Confirm.

Your uploaded files are immediately available in the Documents area.

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.

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