How to Send Payslips in Bulk?

There are two ways you can follow in Factorial to send payslips in bulk. Find in this article the necessary information to be able to successfully send your payslips.

Where Can I Find Documents in Bulk? 

  • Head to Files
  • Select Documents in bulk

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Send Payslips Via Auto Send Document 

  1. Drag and Drop a PDF document
  2. Fill in the information required: 
    *Folder Name: Payslips
    * Upload Type: Split pages as new documents 
  3. Press on Upload Document 

4.  Once the document has been downloaded, press on Auto Send Documents 

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Send Payslips Via Suggested Matches 

  1. Drag and Drop a PDF document
  2. Fill in the information required: 
    *Folder Name: Payslips
    * Upload Type: Split pages as new documents 
  3. Press on Upload Document 
  4. Once the document has been uploaded, check that the suggested match is correct and click on send document 

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Use Case : Sending Payslips to all your Employees

♻️Instead of heading to each employee's profile individually, you can upload the payslips of all your employees in one go. 

  • Make sure that names and surname of the employee are identical for the payslip 
  • The profile of every employee (check Personal tab) should be updated. Make sure that Identification number is correct. 

⚠️Document should always be in PDF format. Normally the payslips document that you receive is under a PDF format. 

  1. Head to Files 
  2. Select Documents in bulk
  3. Press on the drag & drop for files 
  4. Select your document 
  5. Assign Payslips to Folder Name
  6. Select Split pages as new documents  for Upload Type  (e.g. If you have a PDF that contains 20 payslips, every page will properly be separate). 
  7. Click on Download Document 

You have two different options :

  1. Click on Auto Send Documents : If correctly matched, you can send these documents. 
    1. The system will recognise the number of payslips and pages.
  2. Click on Suggested Matches : You may select employees one by one to send this document too. This option allows you to verify the documents. 
    1. Press on Send Document 

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Are you having problems with Document Upload? Check if the Document is in Text Format

When we are trying to upload a document or send documents in bulk, one of the requirements is that the document is in PDF, not editable and in text format.

To know if the PDF is in text format:

  1. Open a PDF Document
  2. Click in Files --> Properties and Sources
    (If the format is text, the different fonts used will be listed ↓).

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    (Otherwise, a blank space ↓ will appear). 
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Therefore, since the document is not in text format, the PDF will not be uploaded successfully in Factorial and there may be errors when trying to upload them.