In some scenarios, you may need to download multiple documents for a team member at once, such as pay statements, P60s, CIS statements, or P45s. To action this in Paycircle, follow the steps below.
From the desired company, click Team, then click the relevant team member.
Click the Documents tab. then, on the right-hand side, click the blue Download button.
On the Document type drop down, select the relevant document, then select the first period and last period. Note: This dropdown dynamically adjusts to display only the document types currently available for the selected employee.
If you wish to password protect the files, toggle on Password protect the ZIP file and enter a password.
Click Download.
Additional information:
First Period and Last Period Dropdowns - You can specify a date range for the download based on the team member's available document periods. This selection automatically adjusts to reflect only the periods for which documents are available. For instance, if the employee's documents start in September, only September and later dates will be shown as options.
12-Month Maximum Range - You can select up to 12 months for bulk downloading.