Document management
Labor

Document management
Labor

PGPlanning helps you with the digitalization and distribution of documentation among your team thanks to its work document manager. Here are some of its possibilities.

Payroll

Streamlines and optimizes the payroll delivery and distribution process. Therefore, forget about paper, printing, and hand delivery or email. Import them into PGPlanning and distribute them automatically.

With PGPlanning you can import all the payrolls and communicate them with one click. In this way, you only need each payroll to be in PDF format and that the file name (anywhere in it) contains the NID or the employee code.

Step 1 – First, the payrolls are imported in bulk.
Step 2 – PGPlanning matches each payroll with each file.
Step 3 – Once the payrolls are uploaded, they are published on the employee portal, and that’s it!
Step 4 – As a result, all employees are automatically notified.

Step 1 – First, access the employee portal after being notified.
Step 2 – Download the payslip using your personal download PIN.
Step 3 – And the same goes for any document.
Step 4 – As a result, documentation accessible at all times with total security.

Sick leave forms and permission justifications

Digitizing sick leave forms and certificates has never been easier. You can attach documents and photos directly from your mobile phone or from a PC. Either directly by the employees or by the supervisors. All possibilities.

Through these functionalities, you will not have to send sick leave forms by email, WhatsApp, or on paper. You will receive the request, approve it, and it will be archived in the document manager for future reference. You will no longer manage sick leave or certificates on paper. An efficient, secure, and fast process.

You can do it yourself or receive it directly through the employee portal.

Administrator

Discover how to incorporate sick leaves and justifications as an administrator in our video tutorial.

WATCH VIDEO FOR ADMINISTRATORS

Employee

If you’re an employee needing to justify leave or sick days, this is your video.

WATCH VIDEO FOR EMPLOYEES

Tax form 145 and Withholding Certificate

You can incorporate these templates and documents into the labor document manager in the same way as the payroll, both for the administrator and the employees. Additionally, in the case of form 145, you can distribute a generic one if you do not have a nominative model for each employee.

Workday registration

Likewise, for those workers to whom it is mandatory to deliver the monthly workday registration report along with the payslip, we offer you:

Step 1 – First, the report is automatically generated.
Step 2 – It’s done with a single click and converted to PDF in bulk.
Step 3 – It appears and is automatically notified to the affected employees on the employee portal.
Step 4 – As a result, after being notified, the employee accesses and downloads it using their personal download PIN, with the download being logged.

WATCH VIDEO OF THE DOCUMENT MANAGER
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