DocView Capture
Payroll and employee tax documents for UK organisations: payslips, P60 end-of-year certificates and P11D benefit forms. Employee name, NI number, tax code, tax year, gross pay and tax deducted are captured and checked.
At a glance
| Region | UK |
| Industry | HR & payroll |
| Document types | Payslip, P60, P11D |
| Workflow | Scan → OCR, separation & classification → Classification → Extraction & validation → Index / Validate → PDF generation & export |
| Straight-through processing | Yes — documents that pass every check skip Index / Validate |
| Separation | each file, change of document type |
| Output | searchable PDF with CSV data |
| Dates read as | dd/MM/yyyy, d/M/yyyy, dd-MM-yyyy |
Use this template
- Go to Batch Setups and choose New Batch Setup.
- Filter by UK or search for "Payroll documents (UK)", select it and choose Next.
- Name the Batch Setup, choose the export folder and create it.
- Try it with a few of your own documents on the Test tab, adjust fields and rules, then publish it — see Test a Batch Setup and Versions and publishing.
Batch fields
Entered once per batch, for example on the Scan screen.
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Payroll period (e.g. 2026-09) | Text | entered by the operator |
Document types and fields
Payslip
Recognised by words such as "payslip", "pay slip", "tax code", "net pay".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Employee | Text | Yes | label "Employee", "Name", "Employee name" | |
| NI number | Text | pattern in the text | UK NI number | |
| Tax code | Text | pattern in the text | ||
| Pay date | Date | Yes | label "Pay date", "Payment date", "Date" | Not in the future |
| Gross pay | Amount | Yes | label "Gross pay", "Total gross pay", "Gross" | at least 0 |
| Net pay | Amount | Yes | label "Net pay", "Take home pay", "Net" | at least 0 |
| Tax | Amount | label "PAYE tax", "Income tax", "Tax" | at least 0 |
P60
Recognised by words such as "P60", "end of year certificate".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Employee | Text | Yes | label "Employee's details", "Surname", "Name" | |
| NI number | Text | Yes | pattern in the text | UK NI number |
| Tax year ending | Text | Yes | pattern in the text | Year |
| Pay in this employment | Amount | label "Pay", "In this employment" | at least 0 | |
| Tax deducted | Amount | label "Tax", "Tax deducted" | at least 0 |
P11D
Recognised by words such as "P11D", "expenses and benefits".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Employee | Text | Yes | label "Employee's name", "Employee name" | |
| NI number | Text | Yes | pattern in the text | UK NI number |
| Tax year ending | Text | Yes | pattern in the text | Year |
| Total cash equivalent | Amount | label "Cash equivalent", "Total" | at least 0 |
Validation rules
- Net pay is not more than gross pay
See Validation rules to change them or add your own.
Adapt it to your documents
- Add or rename fields and change how they are found: Fields and data extraction, Finders and zones.
- Improve document type recognition: Document classes and classification, Samples and classifier training.
- Send the documents and data to your systems — folders and servers, SharePoint, Google Drive and other cloud drives, S3, document management (FileNet, Alfresco, M-Files, DocuWare), SAP, Dynamics 365, Salesforce, Xero, QuickBooks, SQL, REST or a C# script: Output and export, Cloud and business-system destinations.
- Arrange the data entry screen: Screen designer.