Granting a user access via the Payroll platform

Within your organisation, you may have power users that have the responsibility of maintaining your organisation's payroll platform. We know these employees need full admin rights to make sure the smooth running of your payroll processing, so being able to grant this access when needed will reduce your payroll administration workload.

The Granting User Access feature allows you to set up and manage what users have access to your organisation's payroll platform. Full access gives the user administrator access to all functions within the payroll platform and you can revoke this access if needed.

Availability

Payroll Plan:   Standard   Premium

Daily activites

Grant full access
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Manage Users button.
  5. Click the Manage Users tab.
  6. Click the   Add button.
    Full_Access__UK__1.jpg
  7. Enter the employee's email address into the Email Address field.

    Helpful Hint

    If you enter the email address of an employee that already exists within your payroll platform, then their name will automatically populate within the Name field.

  8. Click the Save button.
    Full_Access__UK__2.jpg
Revoke access
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Manage Users button.
  5. Click the Manage Users tab.
  6. Click the   Delete button.
    Full_Access__UK__3.jpg
  7. Click the OK button.
    Full_Access__UK__4.jpg

Date management

Export users
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Manage Users button.
  5. Click the Export button.

    Helpful Hint

    Doing this will export all the users and their permission information into an Excel spreadsheet.

    manage users screen export.jpg
Import users
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Manage Users button.
  5. Access the Excel spreadsheet used from exporting your users, or via the data extracts page.
  6. Fill it out with the extra user information as needed, including access level. 
  7. Click the Import button.
  8. Select the required file and click the Upload button.manage user import.jpg

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