📌Note: You can't match a payslip without a National Insurance (NI) number.
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.
Potential issues
If no names appear but there is an NI number in the Payslip File fields, you need to create a new profile to link the payslip to, by selecting Link to a new Person.
If there's no NI number in the Payslip File fields, you need to re-upload the payslip file with the NI number included and contact your payroll executive if you know the NI number and this occurs.
Ensure the NI number matches the NI number in the Person Record Fields section.
If the NI numbers aren't the same, the payslip may match to the incorrect person.
Check the UPPID in both sections.
If they're different, copy the one from the Payslip File Fields section into New UPPID in the Person Records Fields section.
Click Save.