Use DataSnipper's Document Matching to perform and document payroll procedures efficiently.
Prerequisites
Payroll master data file from your client's HR system
Pay slip run
Screenshots or bank statement showing payroll payment
Employee contracts
Steps
Import your supporting evidence into DataSnipper: pay slips, employment contracts, and any other documents such as screenshots from the payroll system.
Click Document Organizer and create folders for each document type.
Click Document Matching and select Start new Document Matching.
Select your sample data. If your sample includes headers, check First row includes headers. Then select Use document folders and check the relevant folders.
Review the output columns and adjust them to match your procedure, then click Match all rows.
Use the Sum Snip to calculate the total per the pay slip run.
Use the Text Snip to tie this total to the system screenshot or bank statement.
Use Smart Search to locate the correct employee contract by name or employee ID, then use the Text Snip to extract data from the contract or the Validation Snip to evidence the contract signature.