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

Learn to automate salary slip generation using Google Sheets and Google Docs with Pabbly Connect, simplifying HR tasks. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Salary Slip Generation

To automate salary slip generation, you first need to set up Pabbly Connect. This integration platform allows you to connect Google Sheets, Google Docs, and Google Drive seamlessly. Start by signing up for a free account on Pabbly Connect.

Once logged in, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow appropriately, such as ‘Automatically Generate Salary Slip’. After naming, select the folder for your Pabbly Connect account and click on ‘Create’ to open the workflow interface.

2. Triggering Automation from Google Sheets Using Pabbly Connect

In this step, you will set Google Sheets as the trigger app in Pabbly Connect. Search for Google Sheets in the trigger section and select it. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This setup will allow Pabbly Connect to monitor changes in your Google Sheets for employee salary details.

• Select Google Sheets as the trigger app.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After setting the trigger, go to your Google Sheets, navigate to Extensions, and install the Pabbly Connect add-on. Paste the copied webhook URL into the add-on setup, select the appropriate sheet, and set the trigger column. This column will determine when to generate salary slips based on the status of the employee’s details.

3. Setting Filter Conditions in Pabbly Connect

After the trigger is set up, you need to establish filter conditions in Pabbly Connect. This ensures that salary slips are only generated when the status is set to ‘Generate’. In the action window, select the Filter app and set the condition to check if the status equals ‘Generate’.

• Select the Filter app in Pabbly Connect.
• Set the condition to check if status equals ‘Generate’.
• Save the filter condition.

This filter condition allows you to control which employee salary details trigger the generation of salary slips, ensuring that only those marked for generation proceed through the workflow.

4. Generating Salary Slips Using Google Docs with Pabbly Connect

With the filter set, the next step is to generate the salary slips using a pre-created template in Google Docs. In Pabbly Connect, add an action step and select Google Docs. Choose the action event as ‘Create Document from Template’.

Connect your Google Docs account and select the salary slip template. Map the fields from Google Sheets to the corresponding placeholders in the Google Docs template. For instance, you will map employee name, employee code, and other relevant details into their respective placeholders.

5. Storing the Generated Salary Slip PDF in Google Drive

After generating the salary slip, the final step is to store the PDF version in Google Drive. In this action step, select Google Drive and choose the action event as ‘Upload a File’. Connect your Google Drive account to Pabbly Connect. using Pabbly Connect

Map the response from the previous Google Docs step to upload the generated PDF file into a specific folder in Google Drive. You can specify the folder ID where you want to save these salary slip PDFs. This ensures that all generated salary slips are stored systematically for easy access.

Conclusion

Using Pabbly Connect, you can efficiently automate the generation of salary slips by integrating Google Sheets, Google Docs, and Google Drive. This process not only saves time but also reduces errors, making HR tasks much more manageable.