Uploading A Paystub Batch

This guide walks Admin users through uploading, verifying, and publishing pay documents in InStaff. Watch the tutorial here or follow the steps below:

1. Login as an admin user. 

2. Navigate to the "Upload Pay Documents" screen

3. Select the type of document you will be uploading (ie. Paystub PDF, Taxform PDF, Zip file of paystubs, etc.) from the dropdown options.

4. Select the file you will be uploading

5. Enter the Number of Documents included in the Pay Batch. Once the documents have been split InStaff will compare the two numbers. If they do not match, you will not be able to upload.

6. Click 'Upload Document'.

7. Your uploaded document will be put in queue for processing. 

8. Once the document has been processed, it will be ready to preview. An email will be sent to you, notifying you that the file is ready for preview. Click the 'Preview & Verify' button to preview the pay document upload.

9. Once on the preview page, the 'Parsed Documents' section will contain the metadata for each pay document in the uploaded file. Here, you will want to spot check that the parsed metadata is correct, by clicking the 'Preview' button for each pay document, and checking it's values against the PDF in the preview window.

• If you uploaded a PDF file that contains multiple pay documents, ensure that the number of parsed documents is the same as the number of pay documents your originally uploaded PDF file contained.
• You will want to ensure that the PDF file has been split for each employee correctly.
• If you are uploading a zip file that contains multiple PDFS (one for each pay document in this pay run), please spot check the parsing of data as describe above.

10. Once reviewed and confirmed file has been parsed correctly;

You can either:

• click 'Accept Parsed Document' to post on the spot
• click 'Accept & Schedule Publish Time' to post at a later date

Please note when scheduling a publish your portal's time zone will be the time selected. If you have any questions, please contact your Account Manager.

    If something is off: click 'Reject' to re-upload a new file, or contact InStaff support for assistance. 

11. If you are accepting this pay document upload, it will be sent to a queue to publish. Once it has been published, you will receive an email notifying you of this.

12. Navigate to your Admin > Logging Page to view which pay documents have been published.

13. You can also verify a single employee's pay document upload, by navigating to their account via Admin > Manage Users > See Paystubs.