How to Generate Salary Slips with Google Sheets & Google Docs Using Pabbly Connect

Learn how to automate salary slip generation using Pabbly Connect, Google Sheets, and Google Docs. Step-by-step guide to streamline HR tasks. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Salary Slip Automation

To generate salary slips efficiently, you need to start by setting up Pabbly Connect. This integration platform connects Google Sheets, Google Docs, and Google Drive, allowing for seamless data flow. Begin by signing up for a free account on Pabbly Connect, then access the dashboard to create a new workflow.

Once in the dashboard, click on ‘Create Workflow’ and name it something relevant, like ‘Automatically Generate Salary Slip’. Select the appropriate folder in your Pabbly Connect account and click ‘Create’. This is the first step towards automating the salary slip generation process.

2. Integrating Google Sheets with Pabbly Connect

In this section, you will connect your Google Sheet containing employee salary details to Pabbly Connect. Start by choosing Google Sheets in the trigger step of your workflow. Select the trigger event as ‘New or Updated Spreadsheet Row’. Pabbly Connect will provide you with a webhook URL that you need to copy.

• Open your Google Sheet and navigate to Extensions > Add-ons > Get add-ons.
• Search for ‘Pabbly Connect’ and install the add-on.
• Refresh your Google Sheet and go back to Extensions > Pabbly Connect > Initial Setup.

In the initial setup, paste the webhook URL you copied from Pabbly Connect. The trigger column should be the last column where you will indicate whether to generate the salary slip or not. Once everything is set, click on ‘Send Test’. This will confirm that your Google Sheets is now integrated with Pabbly Connect.

3. Setting Up Filter Conditions in Pabbly Connect

After successfully connecting Google Sheets, the next step is to set up filter conditions within Pabbly Connect. This ensures that salary slips are only generated when the status indicates ‘Generate’. To do this, navigate to the action step and select ‘Filter’.

In the filter setup, choose the label corresponding to the status column from your Google Sheets data. Set the condition to ‘equals’ and the value to ‘Generate’. This means that only when the status is marked as ‘Generate’, will the automation proceed to create salary slips.

• Select the status label from the dropdown menu.
• Ensure the filter type is set to ‘equals’ and the value is ‘Generate’.
• Test the filter to confirm it works as intended.

With the filter in place, you can now proceed to the next step, which involves sending employee details to Google Docs for salary slip generation.

4. Generating Salary Slips Using Google Docs

Now that you have set up the filter condition, it’s time to generate the salary slips using Google Docs through Pabbly Connect. Click on the add action step and select Google Docs. Choose the action event as ‘Create Document from Template’. You will need to connect your Google Docs account to Pabbly Connect.

After connecting, select the salary slip template that you previously created in Google Docs. In the new document name field, you can map the employee’s name and code to create a unique file name for each salary slip. This is done using a simple mapping process where you select the fields relevant to the employee.

Choose the template document from the dropdown. Map the employee name and code to the new document name. Fill in all the placeholders in the template with corresponding data from Google Sheets.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to generate the salary slip. This will create the document in your Google Drive with all the correct details filled in.

5. Uploading PDF Files to Google Drive

The final step involves uploading the generated salary slip as a PDF file to Google Drive using Pabbly Connect. After generating the document, add another action step and select Google Drive. Choose the action event as ‘Share a File with Anyone’ to change the sharing permissions of the generated salary slip.

Connect your Google Drive account again and map the document ID received from the previous Google Docs action step. This will enable you to set the sharing permissions for the generated salary slip. After this, you will also upload the PDF version of the salary slip to a designated folder in Google Drive.

Select the file ID of the document you just created. Map the PDF link generated to the upload action step. Specify the folder ID where the PDF should be uploaded.

Once you click on ‘Save and Send Test Request’, the PDF will be uploaded to your specified folder in Google Drive, completing the automation process.

Conclusion

This tutorial demonstrated how to automate the generation of salary slips using Pabbly Connect, Google Sheets, and Google Docs. By following these steps, you can streamline your HR tasks and ensure accurate salary slip generation with ease. Automating this process not only saves time but also reduces errors, making it a valuable tool for any HR professional.