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How to Use the Documents feature in PayFit

Larissa Bunea avatar
Written by Larissa Bunea
Updated over 2 weeks ago

Running a payroll generates various documents, including employee payslips, payment files, and more. PayFit stores those files securely in the Documents section.

The Documents section in PayFit allows you to manage payroll and HR-related files with ease. This guide covers how to use filters, add new documents, download documents, and understand who added each document.

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.

Filtering Documents

Quickly find the documents you need using the filters at the top of the Documents page:

  • Document type: Filter by categories like Payroll journals, Workplace pension, Contracts, etc.

  • Employee: Filter documents for a specific employee.

  • Pay period: Filter by a specific pay period (e.g., March 2025).

You can also use the search bar to look for documents by name.

Understanding the “Added by” Column

The Added by column helps you see who uploaded each document:

Value shown

What it means

PayFit

The document was generated and added automatically by PayFit.

HR of your company

The document was uploaded manually by a member of your HR or admin team.

Employee name

The employee uploaded the file themselves from their personal space.

This makes it easy to track the source of each document and improve your document management workflow.

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.

Tips 💡

  • Use multiple filters at once for precise results.

  • The Actions menu also lets you rename or delete files.

  • The Added by column provides transparency on document uploads, helping you track responsibility and streamline HR processes.

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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