With Beam, it is now possible to share personalized documents in bulk with multiple or all employees at once, with just a single upload.
For example, you can send monthly payslips to all employees.
NOTE: This feature is a paid add-on to the standard monthly subscription. If you are interested in using it with your Beam account, please contact the Beam Support Team or your account manager via email.
How it works:
1. Upload a ZIP file:
Upload a ZIP file containing all the employees’ payslips. You can either browse for the file in your system or drag and drop it into the designated area in Beam.
2. Identify employees:
Each payslip must include the employee ID as it appears in their user profile in Beam (usually their ID number, such as a DNI).
3. Select the month and year:
Verify or select the month and year for the payslip delivery. By default, the selector is set to the current month. This information (Month - Year) will be used to name the payslip file for each employee.
4. Automatic matching:
The system will match the payslips with the employees’ profiles. It will display both the matched documents and any unmatched ones with a warning.
5. Click “SEND”:
Each employee will receive a notification about the delivery and will find their payslip in their Payslips folder within the document manager on the Beam mobile app.
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