Documents - Payroll
Manage payslips with automatic PDF generation and portal access
Documents Payroll module integrates document management with payroll system, automatically generates payslip PDFs and stores in Documents.
Employees can access payslips via portal or receive email with access link.
View payslips in Documents
Payslips are automatically generated as PDF and saved to Documents when confirming payroll.
Key points
• PDF is automatically generated with standard format.
• Payslips are saved in Worker Payroll Folder (for employees without user account).
Steps
1. Go to Payroll → Payslips → select payslip.
2. Click Confirm to confirm payslip.
3. System automatically generates PDF and saves to Documents.
4. View PDF in Documents tab of payslip or in Payroll folder of Documents.
Send payslips via email
Send payslips to employees via email with secure access link.
Steps
1. Open confirmed payslip.
2. Click Send By Email.
3. System creates email with payslip access link.
4. Employee receives email and clicks link to view payslip.
5. Link has expiration and only employee can access.
Interface terminology
| English | Description |
|---|---|
| Payslip | Employee payslip |
| Send By Email | Send payslip via email |
| Worker Payroll Folder | Folder storing payslips for employees without user |
| Posted PDF | Generated payslip PDF |
Manage declaration documents
Store tax declarations, insurance and payroll-related documents.
Key points
• Create separate folder for declaration documents (Tax Declarations, Insurance).
• Attach declaration documents to payslip or batch.
• Use tags to classify documents (Tax, Insurance, Social Security).
Configure document tags
Configure default tags for payroll documents.
Steps
1. Go to Payroll → Configuration → Settings.
2. Find Documents section.
3. Configure Default Tags for payslips.
4. Click Save to save configuration.
Access payslips via Portal
Employees can access payslips via portal without needing internal user rights.
Key points
• Access rights are automatically controlled.
• Payslips are securely stored and can be accessed anytime.
Steps
1. Employee logs into portal at company website address.
2. Go to Payslips menu to view payslip list.
3. Click payslip to view details and download PDF.
4. Employee only sees their own payslips.
Practical tips
Key points
• Send payslips via email immediately after confirmation so employees receive timely.
• Configure standard folders and tags for payslips for easy management.
• Allow employees portal access to view payslip history.
• Store tax and insurance declaration documents in Documents for future reference.
• Use tags to classify payslips by month or year.