What is Smart Document Upload?
Smart Document Upload lets you upload up to 50 compliance documents at once from the Individuals page. Once uploaded, Borderless automatically identifies what each document is, extracts the key information from it, and matches it to the right employee in your account.
Documents uploaded through this flow are marked as verified, meaning they are treated as compliant documents in downstream compliance checks.
Where you can upload from
You can start a bulk upload from three places:
The Individuals page (Upload documents button, top right)
Your Home screen
An Individual profile
Bulk upload is not available from within individual profile sections. Those sections support single document type uploads only.
Supported document types
You can upload mixed batches containing any combination of the following:
Certificates of Sponsorship (CoS)
Payslips
Passports
Right to work documents
Recruitment process documents
Employment contracts
You do not need to sort or label documents before uploading. Borderless classifies each one automatically.
What Borderless extracts
After classifying each document, Borderless extracts key data to support matching and to pre-populate structured fields in employee records. Here is what is extracted by document type:
Employment contract: candidate name, start date, salary, job title
Passport: candidate name, passport number, expiry date
Right to work: candidate name, date of check, and expiry date where applicable (some right to work documents do not have an expiry date)
Recruitment process: candidate name
CoS and payslips: processed as part of the existing compliance flow
How matching works
Once extraction is complete, Borderless attempts to match each document to an existing employee in your account using the extracted name. Each match is given a confidence score so you can see how certain the system is before confirming. You will only see matches for employees and businesses you have access to.
You review all matches before anything is saved. Confirm or adjust each match, then submit to complete the upload.
Documents that need manual review
If Borderless cannot confidently match a document to an employee, or if extraction fails, the document is flagged for manual review within the same flow. At this point you can:
Manually select the correct employee
Confirm or correct the document type
Manually enter any fields that could not be extracted
Discard the document if it should not be uploaded
Any documents left unassigned at the end of the review step will not be saved.
Verified documents
Every document uploaded through Smart Document Upload is marked with a verified shield. This indicates the document was processed through the compliance-aware upload flow and is treated as a verified, compliant document in downstream checks.
Payslip validation
For any payslips included in the batch, Borderless automatically runs a compliance check after the upload is confirmed. Each payslip is compared against the relevant Certificate of Sponsorship to verify that:
The employee's salary meets the CoS threshold
The hours worked are within the limits set on the CoS
Validation results are shown per employee once the upload is complete. If a payslip does not pass validation, it will be flagged for you to review and act on.
From April 2026: The payslip section now directly contributes to each worker's overall compliance score. A worker whose payslips do not cover the required pay window, or whose gross pay falls below the required threshold, will show as red in their compliance score. See What's new: Payslip compliance and salary validation for full details.