Use casesHR & Payroll

Turn payslips into a payroll summary

Payslips are made for people to read, not for spreadsheets. Altera pulls the lines out of your PDF payslips and rolls them up into one summary row per employee.

The challenge

Each payslip shows the employee's name once at the top, with earnings and deductions listed below. Once extracted, most rows don't say who they belong to, and totalling them by hand is slow and error-prone.

Documents it handles

  • Monthly payslips (one or many per PDF)
  • Payroll journals and registers
  • Expense and allowance reports
  • Year-end earnings statements

The workflow

This is a live canvas: drag the nodes around, or zoom with the controls.

Step by step

  1. 1
    PDF Converter

    Extract the payslip lines

    Highlight the earnings and deductions block in the PDF Converter to turn it into a table.

  2. 2
    Cascade Fill

    Put the name on every row

    Fill the employee name down, so every line knows which payslip it came from.

  3. 3
    Filter

    Keep the lines you need

    Keep earnings and deductions, and drop headers, blank lines, and notes.

  4. 4
    Group By

    Total per employee

    Add up each employee's earnings and deductions into one row.

  5. 5
    Sort · Export

    Sort and export

    Sort by employee and export the summary to Excel.

What you get

  • One clean summary row per employee
  • Spot unusual payments before payroll closes
  • The same workflow handles next month's payslips

More use cases

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