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Grant Intelligent Payroll or Managed Payroll access to another user

Updated

Question

How do I give full Intelligent Payroll or Managed Payroll access to another person through Permission settings?

Answer

There are two ways to grant access for Intelligent Payroll or Managed Payroll. You can add Intelligent Payroll or Managed Payroll access to an existing custom security group or make a new group specific for Intelligent Payroll or Managed Payroll.

Click the right tab below based on what you want to do:

Add Intelligent Payroll or Managed Payroll access to an existing Permissions group
  1. Click the Settings menu on the purple side bar.
  2. In the Security & Access Control section, click Permissions.
  3. Click the existing custom security group you want to add Intelligent Payroll or Managed Payroll access to.
  4. Click the Other Permissions tab.
  5. Scroll down the page to the payroll options.
  6. You have the option to give employees permission for the following payroll information:
    • Pay runs: View gives access to pay run details (employee count, report pack, gross wages) without approval. Modify access allows amendments, preparing pay runs, revisions and approvals.
    • Payroll communications: View gives read-only access to current and past messages. Modify access allows viewing, sending, and starting new message threads.
    • Payroll reports: Modify access includes generating and downloading reports as XLSX files.
  7. Click the Save button.
Create a new custom security group for Intelligent Payroll or Managed Payroll access
  1. Click the Settings menu on the purple side bar.
  2. Under General Settings, click Permissions.
  3. Click the + Add Permission button.
  4. Complete the following fields:
    • Group name.
    • Description.
    • Set permission for:
      • You can click the checkbox for All employees; Or
      • Type the name of each employee you need in the Select members search bar and click their name.
  5. Click the Other Permissions tab.
  6. Scroll down the page to the payroll options.
  7. You have the option to give employees permission for the following payroll information:
    • Pay runs: View gives access to pay run details (employee count, report pack, gross wages) without approval. Modify access allows amendments, preparing pay runs, revisions and approvals.
    • Payroll communications: View gives read-only access to current and past messages. Modify access allows viewing, sending, and starting new message threads.
    • Payroll reports: Modify access includes generating and downloading reports as XLSX files.
  8. Click the Create button.

Further information

What will a user be able to do after I give them access to Intelligent Payroll or Managed Payroll?

A user with Intelligent Payroll or Managed Payroll access will be able to do the following:

  • Review, prepare, and approve pay runs.
  • Access and download reports.
  • View and send messages via the Communications tab.

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