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Drag and Drop Payroll Uploading

Provide the option for your plan sponsors to upload exported pdf files into your client portal to generate census data.

Written by Andrew Flowers

Overview

Not every payroll provider supports a direct data feed into Stax.ai CX. When a plan sponsor's provider can't connect, you can give them a simple alternative: a client portal task where they drag and drop their payroll report files. You then map the file's format and columns into CX. You can even schedule the task to repeat automatically on the sponsor's pay frequency, so files arrive on time every period.

Prerequisites

  • A project to hold the task (or a project template, if you want the task to recur)

  • The plan sponsor has client portal access

  • You know the sponsor's pay frequency, if you plan to schedule recurring uploads

Create a payroll file upload task

  1. Open the project where you want the task to live.

  2. Click New Task.

  3. Enter a task name.

  4. Select the required assignee — the plan sponsor contact who will upload the file.

  5. Select the client task type option, then choose Upload Payroll Report.

  6. Save the task. When the sponsor opens it in the client portal, it shows the payroll file upload flow.

What the plan sponsor sees

  1. The task appears in the tasks section on the left side of the client portal.

  2. When the sponsor selects the task, the payroll file upload page opens.

  3. The sponsor drags and drops their payroll file into the upload area. That's it on their end.

  4. Back in CX, you map the file's format and columns so the data lands in the right fields.

Make the upload recurring

Payroll arrives every pay period, so the upload task should too. Build the task into a project template and use scheduled launches to relaunch it automatically — set the schedule to match the pay frequency (for example, every two weeks for a biweekly payroll). See the Project Templates article for how to set up scheduled recurring projects.

You're all set!

Once the task is created, the sponsor uploads files through the portal and you map them into CX. No emails, no missing attachments.

Tips

  • Name the task clearly, like "Upload March payroll report," so sponsors know exactly what to send.

  • Check whether the provider supports a direct connection first — automatic syncing beats manual uploads. See Connecting Payroll (Client Portal).

Related articles

  • Payroll Overview — how payroll data flows through CX

  • Connecting Payroll (Client Portal) — the direct connection option for supported providers

  • Payroll Statuses Explained — track payroll data as it comes in

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