Custom Entry Forms
If desired, you can make the Payroll Employee Form the default for setup. To make the Payroll Employee Form the default form for the Administrator:
- Go to Customisation > Forms > Entry Forms.
- Mark the Preferred checkbox next to the Payroll Employee Form.
- Click on Submit
Warning |
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This will set the Payroll Employee Form as default for ALL roles. Although the data can not be seen by non-Payroll roles, these non-Payroll roles will need to have access removed to the Payroll Employee Form. This can be done either on each role (via the Forms > Entity tab) by UNMARKING the Enabled checkbox next to the Payroll Employee Form. Or, alternately you can set a non-Payroll Employee Form as default for multiple roles. Go to Customisation > Forms > Entry Forms. On the Custom Employee Form select the Roles tab and mark the checkbox for any roles that you want to restrict access for. |
Roles
Role configuration is dependent on whether you have a One World account or not.
Standard NetSuite Account
- Go to Setup > Users/Roles > Manage Users
- Find your user and click Edit
- Assign the Payroll Administrator role
One World Account
- Go to Setup > Users/Roles > Manage Users
- Find your user and click Edit
- Assign the Payroll Administrator-Unlocked role
- Save, and now go to Setup > Users/Roles > Manage Roles
- Edit the Payroll Administrator-Unlocked role
- Review and select the appropriate Subsidiary Restriction preference
- Check Allow Cross-Subsidiary Record Viewing
- Review Permissions tab>Lists>Subsidiaries>View
- Click Save