🔓 Access level in Planday: Administrator, HR manager

🌐 Subscription plan: Plus, Pro, Enterprise

⏱️ Reading time: 3 min.

ℹ️ Important read: How to create and edit employees

✅ Required steps: Fill in the employees' NI numbers and Payroll IDs in their profiles on Planday.

Planday supports multiple formats for importing payslips. By importing payslips to Planday, each employee can access their own payslips either from the web or through the Planday app.

In order to match an employee with their payslip, Planday uses two identifiers:

Tax ID (or NI number ; SSN)
Salary ID (or Payroll ID)

Both of these values must be identical in Planday and in the system used for processing payroll.

You can find the Tax ID (or NI number) and Salary ID in the employee’s profile by going to People > Employees and edit the employee.

Download the payslips from the payroll system as a single file, with one payslip per page.
The document should not be password protected.

Import payslips to Planday

Follow the steps below to import the payslips to Planday:

Log in to Planday and go to Payroll > Import payslips.
Enter the start and end date for your payroll period.
Select the upload format.
Click Upload file to upload payslips from your Payroll software.
Click Import.

Payslips will be uploaded for your final approval. You'll see a list with all employees, and if the upload was successful or not.

After you've reviewed the uploaded payslips, click Save.

Available upload formats

Planday can handle payslips from a range of payroll providers. IRIS, SAGE 50, and BrightPay are all supported.
In addition, there is a generic import option for other systems: SSN / CPR / NI-Number.

How can employees view their payslips

On the web: Employees can view and download their payslips under the Home > Payslips tab when they log into Planday

On the app: Under More > Documents > Payslips. ⬇️

Admins can access uploaded payslips of an employee by editing their profile.

Payslip upload doesn’t work

If you are experiencing issues uploading payslips to Planday, check the following:

You must be an Admin with the highest access level in Planday to view employees’ payslips. This permission cannot be limited by Department or granted to Schedule Managers or HR Managers.
Payslips should ideally be uploaded in a single PDF document, with each employee’s payslip on a separate page. This is particularly important when using the generic import option “SSN / CPR / NI-Number.”
For some integrations, employees must have a value in the Tax ID (NI number) field of their account. (without spaces or hyphens)
If you’re using an integration such as IRIS, SAGE, or BrightPay, the Tax ID and Salary identifier fields must must match exactly between Planday and your payroll system.
The PDF file must be readable. An easy way to verify this is to copy a line from the PDF into a Word document. If the section copies correctly, it can be considered readable.

See related articles:

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