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How do I manage notes in the Organisation File Notes feature via Payroll classic?

Updated

Available for the following Payroll plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following Payroll classic plans: Standard, Premium

As an organisation, you may have a list of updates that your Payroll management team needs to make to your organisational file, such as updating leave allowance templates because of a legislation change right through to adjusting your rostering settings if your needs have changed.

Having a handy place to write done what you need to action against your organisation file will reduce the risk of a task being missed by your team.

The Organisation File Notes feature allows you to write a message and save it against your business organisation file. You can also use this feature to delete a note if it is no longer needed. For example, once you update your business leave allowance templates, you can then remove the attached organisational file note.

Getting started

How do I add a note?
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Notes button.
  4. Click the Add button.
  5. Enter the required note and click the Save button.

Maintain

How do I delete a note?
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Notes button.
  4. Click the Delete button (which looks like a red x).
  5. Click the Delete button.

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