This feature will split a multi-page master payslip file into individual employee payslips and upload them to each employee profile by matching either the name or National Insurance Number.
Step 1 – Go to ‘Documents’ in the main left-hand menu.
Step 2 – Click the AMI button in the top right of the company documents screen, next to the ‘Add’ button.
Step 3 – Once in the AMI chat screen, you will have a text box at the bottom of the screen where you can;
a. Attach the master payslip file (ensure it is PDF).
And
b. Type your instructions of what you want AMI to do with the file.
Step 4 - Click the attach icon to select the payslip file from your desktop file browser.
Type a command like the example above (specify full name or national insurance number) and click the arrow on the right to submit.
Step 5 – AMI will then scan the file and show you the list of records in the master PDF file that it can match to your employee records and asks you to check before confirming you want to proceed with the upload.
You will see this breakdown shows if records could not be matched to an employee as well as the ones that have been and who they are being matched to.
Step 6 - If you are happy to proceed with the upload for all employees it successfully has matched, simply type ‘Yes’ and you will see the following.
This is the final summary confirming the actions that have been carried out.
If you want to check against any individual, you can view the loaded payslip in the ‘Documents’ section within any specific employee profile.
Here is a short video you can watch to see a demonstration of this feature being used to bulk upload payslips end to end.