Question
What is the Documents Centre in Jane Payroll, and what can be uploaded there?
Answer
The Documents Centre in Jane Payroll is where you can securely store and manage important payroll-related files for your account. This is also where the Jane Payroll team will upload files for your review when needed.
📣 Heads up: Always upload payroll documents to the Documents Centre rather than sending them by email. This keeps your clinic's information secure.
You can upload any documents relevant to your payroll account, including:
- Business documentation: requested by the Jane Payroll team during onboarding as part of business verification
- Direct deposit forms: signed banking authorization forms from staff
- Other payroll records: any supporting documentation you want on file or that the Jane Payroll team has requested
The Documents Centre also accepts files uploaded by the Jane Payroll team on your behalf, including:
- Historical Payroll Import Summary: review this after your import is complete to confirm accuracy
- Tax documents: T4s, T4As, and other CRA-related files
- ROE BLK files: after requesting a Record of Employment, the
.BLKfile will be available here for you to download and submit to Service Canada through their ROE Web portal
The Documents Centre accepts the following file formats: CSV, JPG, PDF, PNG, TSV, TXT, XLS, and XLSX. If your file isn't in one of these formats, convert it before uploading.
To upload a document:
- Go to Billing > Payroll.
- Select the Documents tab.
- Click Upload Document.
- Enter a title for your document.
- Select who the document is for:
- Yes, this is a company document: for clinic-wide records
- No, this is a document for one of the workers: to associate it with a specific staff member. The document will be visible to that staff member from their own staff profile under Payroll > Documents.
- Choose your file and click Save.