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Manage organisation owners and primary payroll contacts

Updated

Available for the following EmploymentOS plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR Classic plans: Free, Standard, Premium, Platinum
Available for the following user access levels: Admin, Account Owner

Users with account owner and admin permission settings can manage Primary Contacts in Settings in Employment Hero. This management includes nominating account owners, as well as company-wide contacts for Payroll, HR, and other areas.

Manage organisation account owners
  1. Click the Settings menu on the left-hand side navigation.
  2. Under Company, click Primary Contacts.
  3. Click the Add Owner button.
  4. Select Organisation Member from the drop-down list.
  5. Click the Add Owner button.
Manage primary payroll contacts
  1. Click the Settings menu on the left-hand side navigation.
  2. Under Company, click Primary Contacts.
  3. In the Payroll Contacts section, you can add the following:
    • Payroll admin emails.
    • HR manager emails.
  4. If you need to add multiple emails, separate them with commas.
  5. You can also add Health & safety contacts from the drop-down list.
  6. Click the Save button.

Further information

 How many account owners can we have?
You can have a maximum of 3 account owners and a minimum of 1 in your account.
What is the Primary Contact tag?
The Primary Contact tag is useful if multiple owners exist and the customer wants to designate a main point of contact for the account.
What if I offboard an existing owner?
Offboarding an owner will also require a role update, which can be done directly in the offboarding section of Employment Hero. If the offboarding owner is the only owner, a new owner must also be selected at this time.
What does it mean to be an account owner?
As an account owner, you will have the same platform privileges as an admin user. An account owner will be the point of contact for Employment Hero to reach out to in the event of urgent incidents or account-related queries.
What triggers a payroll admin email?

The following actions within the platform will trigger an email for payroll administrators:

  • Deleting and/or updating approved timesheets.
  • Salary sacrifice request being made.
  • Creation of a new employee.
  • Termination and/or reactivation of an employee.
  • Creation of a new salary record.
  • Updating and/or deleting a salary record.
  • Updating Superannuation details.
  • Create, delete, or update bank details.
  • Deleting an approved leave request.
  • Changing an approved leave request from approved to declined.
  • Updating an employee's work eligibility details.
  • Updating an employee's employment history.
  • Updating an employee's name, address, and Kiwisaver (for Australian orgs handling New Zealand employees).

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