Importing your employees' payslips
Centralise and distribute payslips in a few clicks: Shyfter automatically assigns each document to the right employee.
Why import payslips into Shyfter?
Rather than sending payslips by email or handing them out on paper, Shyfter lets you centralise them directly in the platform. Each employee can then view their own from their mobile app, securely. Shyfter takes care of matching each slip to the right profile: all you have left is a single validation to carry out.
Accessing the payslips section
Go to Team → Payslips.
Importing a file
- Click Import a payslip file.
- Click Select a PDF file. Only PDF files are accepted.
- Select the month and year corresponding to the imported slips.
- Confirm by clicking Import a payslip file.
How Shyfter splits and assigns the slips
You can import a single PDF containing all the payslips for the month: an artificial intelligence takes care of splitting it, slip by slip, and recognising each employee's name to automatically assign the right document to the right profile. You do not have to separate the pages yourself.
This detection works very well in the vast majority of cases, but it is not infallible: it can happen that a name is not recognised (unusual layout, misspelled name, poor-quality document). This is why a human check remains indispensable.
Checking and validating the slips after import
Once the file is imported, Shyfter presents each slip with the detected employee. Always check the assignment before validating:
- Check that each slip is indeed associated with the right person.
- If a slip was not assigned (name not detected) or was assigned to the wrong person, assign it manually to the right employee.
- Then, in the Action column, click Approve the payslip for each document. This validation makes the slip accessible to the employee in their personal space.
Never validate in bulk without a final look: a payslip sent to the wrong person is a leak of sensitive data. The manual check takes a few seconds and avoids this risk.
Controlling managers' access to payslips
By default, schedule and HR managers do not have access to payslips. To grant this access to a specific manager, go to their profile (Team → [Manager] → Settings) and enable the option Can manage payslips.
This allows them to access Team → Payslips and perform the imports and validations on your behalf.