šNote: You can't match a payslip without a National Insurance (NI) number.
You need to match any unmatched payslips as it helps prevent payslips being attached to the wrong employee, which can happen if the National Insurance (NI) number on the payslip doesnāt match the NI number on the person record.
Match payslips
To match payslips to employees, follow the steps below:
Click Payslip Admin screen then click the Unmatched Payslips tab.
Select a payslip record.
In Search by Person Name, search for and select the required employee.
NI number matches the NI number in the person record fields section
To make sure the NI number matches, follow the below steps:
Find the employee profile using the organisation search.
Click Edit on the profile.
Remove the incorrect NI number and enter the correct one, then click Save.
If the NI number field isnāt editable, follow the steps below:
Click Payroll then click Imports/Exports.
Click Payroll then select Person Details.
Enter the employee number and the correct NI number, then click Validate and Upload.
Once it matches, go back to Payslip Admin then select Unmatched Payslips.
Select the payslip and confirm the NI numbers match in both sections before saving.