V10 Human ResourcesSettings and Utilities
Human ResourcesSettings and Utilities
Settings and Utilities

How do I submit batch submissions to Social Security?

Last changed in 09/04/2026
This article applies to:
PT
ES
AO
CV
MZ
ST
GW
Professional
Executive
Public Sector
Omnia
Evolution

Batch reporting

To perform batch reporting, follow these steps: 

  1. Go to Human Resources | Salaries and Fees | Resources | Tools | Bulk Updates | Bulk Communications with Social Security; 
  2. Select the operation for which you wish to send data; 
  3. In the field Pending communications since , enter the Date from which you wish to display employees with changes to be reported; 
  4. In the Restrictions tab, filter the employees (if applicable); 
  5. Click on Update; 
  6. Confirm the employees listed in the grid; 
  7. Select the employees for whom you wish to make the notification;  
  8. Click on the option Notify; 
  9. Enable the option Show details of so that the information to be communicated is displayed for each employee, enabling it to be validated. If you do not enable this, the communication will take place without displaying the information; 
  10. Click on Confirm. 

Subsequently, the progress of the communication request will be displayed to the selected staff members. If errors occur during this process, a message will appear so that you can check which employees are affected and the reasons why. 

Depending on the operation selected, you should bear the following in mind: 

Pay Period 

When refreshing, the system displays all inactive employees covered by the Social Security scheme with a record of changes in the register (Groups S026 and S028) regarding monthly salary and/or monthly seniority payments from the date indicated in Pending notifications since. 

Before reporting your pay period, you should ensure that all the information you are providing is correct. To this end, the tool displays a table containing all the relevant information in the following columns: 

  • Employee: employee code; 
  • Employee name;
  • National Insurance Number;
  • Salary: value of the Monthly Salary from the Employee Record for the selected period; 
  • Daily Allowances: field value Monthly seniority in the selected period; 
  • Date of last communication: the most recent date is displayed from among the following dates:
    1. reference date of the notification of the contract amendment;
    2. reference date of the notification of the new pay period;
    3. date of notification of employment registration; 
  • Start date Period: the date that will be communicated as the date from which the new salary and/or length of service applies. By default, the system suggests the effective date of the last change to the salary/length of service recorded after the date of the last notification (previous column). 

This message contains the employee’s NISS , the >Start of Period (date), the Salary and the Seniority allowances. 

Admission 

When refreshing, the system displays all active employees, with an admission date after the date specified in Pending notifications since and who have not yet been notified. 

Before reporting the admission under category, you must ensure that all the information to be reported is correct. To this end, the tool displays a table containing all the relevant information in the following columns: 

  • Employee: employee code; 
  • Employee name;
  • National Insurance Number;
  • Date of admission;
  • Salary: value of the Monthly Salary from the Employee Record for the selected period; 
  • Daily Allowances: value of the field Monthly seniority in the selected period; 
  • Classification: classification registered with the Social Security institution to which the employee belongs. 

This notification will contain all the information requested by Social Security regarding the notification of employment status.

Contract Amendment 

There are various types of changes that require notification to Social Security; however, this batch operation is intended solely to assist with changes resulting from contract renewals. As such, the list of employees provided is based on the information contained in the Contract History. 

When refreshing, the system displays all active employees, with a change date indicated in the contract history (resulting from contract renewals or the contract becoming effective) after the date indicated in Pending communications since and which have not yet been communicated. 

Before notifying the other party of the change to the contract, you must ensure that all the information to be provided is correct. To this end, the tool displays a table containing all the relevant information in the following columns: 

  • Employee: employee code; 
  • Employee name;
  • National Insurance Number;
  • Date of change: start date of the new contractual status; 
  • Salary: value of the Monthly Salary from the Employee Record for the selected period; 
  • Long-service allowances: value of the field Monthly seniority in the selected period; 

This notification will contain all the information requested by Social Security regarding the notification of changes to contracts. 

Termination 

When refreshing, the system displays all active employees, whose termination date is later than the date specified in Pending communications since and who have not yet been notified. 

Before notifying the termination, you should ensure that all the information to be provided is correct and, if necessary, fill in any missing details. To this end, the tool displays a table containing all the relevant information in the following columns: 

  • Employee: Employee code; 
  • Employee name;
  • National Insurance Number;
  • Date of departure;
  • Unemployment benefit: please indicate whether you will be entitled to unemployment benefit; 
  • Reason for termination of employment: suggested amount based on the reason for leaving; 
  • Justification: mandatory field for certain reasons for termination of employment; 

This notification will contain all the information requested by Social Security regarding the notification of contract termination. 

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