Available for the following Payroll plans: Standard, Premium
Employee Groups are specific parts of your team that require a certain degree of access to your Payroll platform's information, but not all of it. For instance, you may have a finance team in which some members need to access your entire Payroll platform, while others only need to focus on the expense management feature.
This is why the Employee Groups feature is crucial. It allows users to add a new group to their Payroll platform and specify the criteria an employee must meet to access Employee Group-specific information, such as employing entities and pay schedules.
This guide explains how to edit Employee Group-specific information, view your Employee Groups and their assigned members, and delete certain records when required.
Helpful Hint
When a new worker meets the necessary qualifications, the payroll platform will automatically put them into the appropriate employee group.
Getting started
- Log into your Employment Hero Payroll platform.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Manage Users button.
- Click the Manage Employee Groups tab.
- Click the Create button.
- Complete the following fields:
- Name
- Employees must match
- Criteria
Helpful Hint
Click the Add Another Criteria button to add additional criteria and click the Delete button to remove a criterion.
- Click the Save button.
Daily activities
- Log into your Employment Hero Payroll platform.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Manage Users button.
- Click the Manage Employee Groups tab.
- Click the Matching Employees button.
Helpful Hint
Displayed on your screen will be all the employees in the selected user group.
Editing data
- Log into your Employment Hero Payroll platform.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Manage Users button.
- Click the Manage Employee Groups tab.
- Click the Edit button.
- Make the required changes and click the Save button.
Deleting data
- Log into your Employment Hero Payroll platform.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Manage Users button.
- Click the Manage Employee Groups tab.
- Click the Delete button.
- Click the OK button.
Watch the training video
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