You can upload documents* directly to your Client's Employees from the Agency Dashboard, by clicking UPLOAD | EMPLOYEE DOCUMENTS.
On the next screen you see the Employee Documents upload status page. This will show any uploads that are in progress or completed. To upload a new file, press UPLOAD and then select the required client.
On the next screen you will be asked to populate the Name (The name of the documents batch to show to your client) and The Document Title (This is name of the document to show to employees). You can then select BROWSE to locate the file(s) you would like to upload on your computer and then click UPLOAD. If you would like to upload the same document to all employees, you can select multiple copies of the file from your computer. Valid file types include .pdf,.csv,.txt,.xls,.xlsx,.doc,.docx,.zip.
The system will automatically match the document to an employee if:
- The national insurance (NI) number (PPS for ROI clients) is in the file name and it matches a single employees NI number for that client.
- Or the file name contains the employee number within the following format -> EMPREF_12345_M_Joiners_04072018071500_4 where '12345' is the employee number
Payrite file names are constructed in the following format -> AECOMMS-2477-1500- where "2477" is the company number and "1500" is the employee number.
Otherwise the document(s) will have to be manually matched to the corresponding employee(s).
The File will then be uploaded to us and will be listed under the In Progress tab on the next page. Once the tog wheel changes to a flag icon under the status column, the file will be ready to be reviewed and published to the employee.
*Documents are provided exactly as uploaded onto the PayDashboard system. PayDashboard does not accept liability for any damage sustained as a result of software viruses present on an uploaded file, and would advise the use of virus checks before opening any document.