Available for the following Payroll plan: Standard, Premium
Available for the following user access levels: Admin
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The Bureau Client Portal provides a secure, read-only way for businesses whose payroll is processed by a bureau to access their payroll reports through the HR platform.
As part of this setup, any employees who have an email address recorded in payroll will automatically be created in the HR platform, allowing them to log in and view their payslips at any time.
This feature is especially helpful for business owners and accountants, who can be granted access to retrieve payroll reports whenever they need them.
Warning
The bureau admin makes sure their client's organisation in payroll is set up and ready to go, with no employees marked as incomplete and everyone having a unique email address, including the owner of the organisation. Please ensure that this is completed before setting up your bureau client portal.
- Log in to your payroll platform.
- Navigate to the bureau dashboard.
- From the bureau dashboard, click Businesses.
- Click on the + Create HR Organisation button.
- Select the owner/main contact of the organisation from the existing employees (mandatory), and you can also add up to 2 additional admins (Users not part of the organisation. This is designed so that the bureau admin can add themselves or a colleague as an admin to the bureau client portal organisation).
- Accept all necessary legal notices.
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You will see a warning of any duplicate emails in the client organisation, and to proceed, you will need to either fix this by adding a unique email for everyone OR removing one of the duplicates.
Warning
Any employee without an email address in payroll will not transfer across to the bureau client portal. Ensure that all employees have their valid email address saved in the payroll platform.
- As this is being created, the button is greyed out and changes to HR setup is in progress.
- Once finished, the button changes to HR organisation created.
- All added employees who are synced to the bureau client portal will get an invite email.
- All invited users but click on the link in the email, then add their password for the bureau client portal.
- Now you have successfully created your bureau client portal.