Within your organisation, you may have groups of employees, for example your front of house staff, your Xero Payroll trainers and so on, that need access to certain features of the Payroll platform to undertake their role. These differ from teams, in that there may be part of say your finance team that needs access to only the payroll expense management feature, not the entire platform like the rest of your finance team.
You can utilise the Manage Payroll Users Employee Groups feature to add a new group to your Payroll platform and specify the criteria that an employee needs to meet, to become part of that group, such as being assigned to a specific employing entity or pay schedule. You can also use this feature to edit any information if it changes, view the employees assinged to each group, and delete a record if it is no longer required.
Employee groups are dynamic, which means when adding a new employee to your Payroll platform that matches the required criteria, the platform will automatically add that employee to the relevant group.
- 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:
- Employees must match.
Click the Add Another Criteria button to add additional criteria and click the Delete button to remove a criterion.
- Click the Save button.
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