pre-config - Security

Centre Tabs

1. Go to Customisation > Centers and Tabs > Center Tabs

2. Click Edit for Payroll (Centre Type: Classic Center) and go to Audience Tab
    

   
   
   
3. Deselect any roles 

4. Select the specific employees that need to see and run payroll

5. Click Save
    

   
   
   

Employee Group

To create a Payroll Documents Group, follow these steps:

1. From the menu select Lists tab > Relationships > Groups > New
2. Select "STATIC" as the group type and select "Employee" from the dropdown as the member type. Click Continue.
    
3. Enter the Name field for this group e.g. "Payroll Documents Access Group"
4. Add employees on the Members tab that need to be able to access the group. Access level defaults to "View" which is correct.
5. Click Save. The Group is now created.
    

File Cabinet

You must create a folder to store employee Payslips, Bank files and Payment Summary PDF documents. Please make sure you've created a Payroll Documents Access Group prior to proceeding with the steps below.

1. To create a new documents folder for Payroll. Go to Documents > Files > File Cabinet.  
2. Click on New Folder.
3. Enter "Payroll Documents" in the Name field.
4. Restrict the folder by selecting "Payroll Documents Access Group" from the Group dropdown. If you do not already have a Payroll Documents Group then you can create it using the steps above.
   
5. Make sure the Private checkbox is UN-checked.
6. Click Save. The folder is now created.