Who it’s for: Administrators (or users with the correct permissions)
Platform: AMI / Sense HR
Available on: Elite and Enterprise
Before you begin
Make sure you:
☑️ Have the required permissions to upload and manage employee documents
☑️ Have your payroll file ready in PDF format (payslips or P11Ds)
☑️ The file includes clear employee identifiers (such as full name or National Insurance number) that match employee records in Sense HR for accurate matching
Overview
The Payroll agent in AMI is designed to process payroll-related PDF files.
When you attach and send a payroll PDF, the Payroll agent automatically:
Splits the PDF into individual employee payroll documents
Matches each document to the correct employee record
Returns the matched and unmatched records for review
Asks you to confirm before uploading anything
Uploads the matched documents to employee profiles after confirmation
Use the Payroll agent for:
Payslips
P11Ds
P60s
This is especially useful when you have one combined PDF containing payroll documents for multiple employees.
💡 Tip: For best results, use a clear PDF where each employee’s full name or National Insurance number is visible on their payroll document.
Access the Payroll agent
You can open the Payroll agent from the AMI workspace or from the Documents shortcut in Sense HR.
Option 1: From the AMI workspace
Go to the AMI workspace using either:
Product switcher (Sense logo, upper left) > AMI
or
Directly to ami.sensewp.com
Click the Agent selection icon
Select Payroll
Click Save changes
Option 2: From a shortcut in Sense HR
This opens the AMI workspace with the Payroll agent pre-selected.
🖊️ Note:
The shortcut provides quick access, but all processing takes place within the AMI workspace.
Use the Payroll agent
Step 1: Upload your payroll file
In the AMI workspace:
Click the attach icon
(paperclip)
Select your payroll PDF from your desktop file browser.
Unless you want to add a specific instruction, you can select the send arrow
now. The Payroll agent will automatically process the attached payroll PDF.
Step 2: (Optional) Add an instruction
You do not need to write a prompt for the Payroll agent to process the file.
Once you attach a payroll PDF and send 
the message, the Payroll agent will automatically validate the file, split it into individual payroll documents, and match each document to the correct employee.
You can still add an instruction if you want the Payroll agent to handle the upload in a specific way.
Example:
Please process this PDF and include the pay period and employee full name in the uploaded document name if it is shown on the payslip.
When you’re ready, select the arrow icon 
to submit your request.
Step 3: Review matched records
The Payroll agent will:
scan the uploaded file
split it into individual employee documents
attempt to match each document to an employee record
It will then return a summary showing:
successfully matched records
any unmatched documents
Check that:
employees have been matched correctly
no records are missing or incorrectly assigned
Step 4: Confirm and upload
If you are happy to proceed with the successfully matched records, confirm in AMI when prompted.
The Payroll agent uploads each matched payroll document to the relevant employee profile.
Once confirmed:
documents are uploaded to the relevant employee profiles
unmatched records are excluded from the upload
You will receive a confirmation summary once processing is complete.
Check the summary to confirm which payroll documents were uploaded and whether any records could not be processed.
💡Tip: To confirm the upload, open an employee profile and go to their Documents screen.
The uploaded payroll document should appear in the employee’s document list.
Example workflow
Example request:
Attach 
a payslip file and click the arrow 
to send
What happens next:
The Payroll agent scans the PDF
It splits the file into individual payslips
It matches each payslip to an employee record
It returns a summary of matched and unmatched records
You confirm the upload
Payslips are assigned to employee profiles
What the Payroll agent does not do
The Payroll agent does not:
access files outside the current conversation
retrieve previously uploaded files from other chats
process non-PDF file formats
automatically upload documents without user confirmation
🖊️ Note: For privacy and security, each session is separate, and the Payroll agent can only work with files you upload during the current conversation.
Best practice
✔️ Use PDF format only
✔️ Use the Payroll agent for payslips, P11Ds and P60s
✔️ Make sure employee names or National Insurance numbers are clear and readable
✔️ Check all matched records before confirming the upload
✔️ Do not confirm the upload if any employee appears to be matched incorrectly
✔️ Check a sample employee profile after upload to confirm the document appears correctly
Basic troubleshooting
Issue | Possible cause |
The Payroll agent cannot match some records | Check that the employee’s full name or National Insurance number appears clearly in the PDF and matches the employee profile in Sense HR.
If needed, update the source PDF or upload unmatched documents manually. |
The Payroll agent matches a record to the wrong employee | Do not confirm the upload.
Check the identifying information in both places:
Then retry with a clearer file or a smaller PDF. |
The Payroll agent is not selected | Open the Agent selection icon
If you accessed |
The uploaded payroll document does not appear on the employee profile | Refresh the employee profile and check the Documents section again.
If the document still does not appear, review the Payroll agent’s final summary to confirm whether the employee was included in the successful upload. |
in the AMI workspace, select Payroll, then click Save changes.
Summary
The Payroll agent allows administrators (and users with the relevant permissions) to process and upload payroll documents efficiently using a single conversation.
By uploading a payroll file and confirming the results, you can:
split documents automatically
match them to employee records
assign them to employee profiles
This simplifies payroll document management while maintaining accuracy and control.
FAQ
Click to see answers to frequently asked questions
Click to see answers to frequently asked questions
Can I use this process for contracts or other employee documents?
No. This process is for payroll documents only, such as payslips, P11Ds and P60s.
Do not use it for general employee documents such as contracts, right-to-work documents, training certificates, policies, or letters.
Which AMI agent should I use for payslips?
Use the Payroll AMI agent for payslips. The Payroll agent is specialised for validating, processing and uploading payslip, P11D and P60 PDF files.
Can I use this process for P11Ds and P60s?
Yes. You can use this process for payslips, P11Ds and P60s, as long as the Payroll agent can identify and match each employee.
Can I access the Payroll agent from Sense HR?
Yes. Go to HR > Documents > AMI icon .
This opens the AMI workspace with the Payroll agent pre-selected.
Can I access the Payroll agent directly from AMI?
Yes. To access the Payroll agent directly from AMI, open the AMI workspace using the Product switcher or go directly to ami.sensewp.com, then select the Payroll agent from the Agent selection icon.
How does the Payroll agent match documents to employees?
The Payroll agent matches each document using employee information in the PDF, such as the employee’s full name or National Insurance number or as otherwise specified by you.
Can I upload one PDF containing different payroll document types?
It is best to use separate master PDFs for each payroll document type, such as one PDF for payslips and another for P60s.
This makes the upload easier to review and reduces the chance of documents being categorised or named incorrectly.
What happens to records the Payroll agent cannot match?
The Payroll agent shows unmatched records before you confirm the upload.
Unmatched records will not be uploaded to an employee profile unless they can be matched successfully.
Does the Payroll agent upload documents automatically?
No. The Payroll agent does not upload documents without user confirmation.
You must review the matched records and confirm before the upload is completed.
Should I check the upload after the Payroll agent finishes?
Yes. After the upload completes, check the final summary and open a sample employee profile to confirm the payroll document appears correctly in the Documents section.
Use clear, high-quality PDF files
Ensure employee identifiers (name or NI number) are accurate and consistently recorded in Sense HR
Review matched records carefully before confirming
Use National Insurance number where possible for more accurate matching