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
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Notes button.
- Click the Add button.
- Enter the required note and click the Save button.
Maintain
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Notes button.
- Click the Delete button (which looks like a red x).
- Click the Delete button.
Explore related content
- How do I manage my organisation's policies? This article explains how to manage organisational policies using the Policies feature.