Note: Only Super Admins/Admins can do this.

You can upload payslips as a document on Charlie, alongside other important payroll related documents for your team such as P60s

To store these specifically as payslips you can create a ‘Payslips’ document folder.

To create a document type :

  1. Expand the 'Company' section from the side navigation

  2. Select the 'Settings' tab within the 'Company' section

  3. Select the 'Information' tab on the Settings page

  4. Select Add New Folder next to Team Member Folders

  5. Name the folder Payslip and set the relevant permission level. For sensitive documents, we would recommend allowing only super admins and payroll admins access.

You can now use this folder to upload payslips on any team member's individual profiles

Note: The folder won't show on each team member's profile until documents have been added to it

To upload the payslips:

  1. Head to a team member's profile.

  2. On the navigation bar, select 'Documents'.

  3. Click Add Document

  4. Select the Payslips folder and enter a description of the document, such as 'January payslip'

  5. Now the document is created, simply Drag and drop or select the file to upload

Screen Recording 2021-09-28 at 10.43.09 am

FAQ

Can I automatically upload payslips from my accounting platform, such as Xero

At the moment, Charlie does not offer a direct integration with Xero or other accounting platforms. The steps above are the best way to add payslips generated by your accounting platform to CharlieHR

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