Upload a document for a person
Paymasters can upload and store an electronic copy of an employee's documentation. This makes it easier to access that person's employee related documents, for example, their individual employment agreement or correspondence from Inland Revenue or the employee themself.
Paymasters and users with a Full Enquiry access role, for example Enquiry Only or Leave Approvals and Full Enquiry, can then download any documents related to the specific person. See Access a person's document for instructions on retrieving an electronic document.
Upload a document to a person
- Go to People > View People and select the person you want to upload documents for.
- Under the Personal Details sub-menu, select Documents.
The Documents page is displayed.
- Select Choose File.
The Open window is displayed.
- Browse to the location of the file you want to upload.
- Select the file and select Open.
- In the Title field, type the name of the document.
- If required, in the Description field, type a description for the document.
- Select Upload.
The document is uploaded.
File types that can be uploaded
Text
.csv
.html
.txt
Documents
.doc .docx .dot .dotx
.ods .odp .otp .ots .ott
.pot .potx .ppa .pps .ppsx .ppt .pptx
.pdf
.xla .xlc .xlm .xls .xlsx .xlt .xltx .xlw
Images
.g3
.gif
.ief .iefs
.jpe .jpeg .jpg
.png .x-png
.tif .tiff
Related Articles
Archive a person's document
A Paymaster can archive a document stored for a person. This continues to store the document electronically, but does not show the archived file in the default filter view. By default, the Uploaded Documents pane is filtered to display active ...Employee Documents
You can securely store documents for each employee in their Personal Details area. A paymaster can upload and retrieve documents in iPayroll. Employee's cannot access these documents. Upload a document for a person Go to People > View People and ...Reinstate a person's archived document
A Paymaster can reinstate an archived document for a person. Reinstating an archived document moves it from Archived Files to Active in the Uploaded Documents pane filter. Go to People > View People and select the person you want to upload documents ...Child Support Deduction - CSD Element
Notification from IRD to deduct Child Support Deduction You will have received a notification from IRD to deduct an amount each pay for one of your employees. You are required to do this by law. Check the details of the payday and pay period on the ...Company or Organisation Documents
You can safely store and retrieve copies of policy documents that are relevant to your payroll in iPayroll. During your implementation, you will be asked to upload supporting documentation for your payroll information. A list of the Accepted file ...