Payroll document management

Payroll documents are managed separately from timesheet approval. Use the payroll document area for employee paystubs, tax forms, and other payroll files.

Before you start

• Use an admin account.
• Confirm the employee record exists.
• Confirm the document belongs in payroll documents, not general employee files.

Steps

1. Open Payroll Documents.
2. Choose the employee or document context requested by the upload flow.
3. Upload the payroll document.
4. Confirm the document type and period if required.
5. Review the document list after upload.
6. Remove or replace incorrect documents using the document controls.

What good looks like

Payroll files are attached to the correct employee and remain separate from scheduling, attendance, and general employee documents.

Common mistakes

• Uploading the same document to multiple employees.
• Using payroll documents as a timesheet export tool.
• Giving non-admin users responsibility for payroll document management.