Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Question
How do I give full EH Payroll access to another person through custom security settings?
Answer
There are two ways to grant access for EH Payroll. You can add EH Payroll access to an existing custom security group or make a new group specific for EH Payroll.
Click the right tab below based on what you want to do:
Add EH Payroll access to an existing custom security group
- Click the Settings menu on the purple side bar.
- Under General Settings, click Custom Security Settings.
- Click the existing custom security group you want to add EH Payroll access to.
- Click the Other Permissions tab.
- Scroll to the middle of the page, near Offboarding and Onboarding.
- Click the checkbox for Use for Pay Runs.
- Click the Save button.
Create a new custom security group for EH Payroll access
- Click the Settings menu on the purple side bar.
- Under General Settings, click Custom Security Settings.
- Click the New Security Group button.
- Complete the following fields:
- Group name.
- Description.
- Set permission for:
- You can click the checkbox for All employees; Or
- Type the name of each employee you need in the Select members search bar and click their name.
- Click the Other Permissions tab.
- Scroll to the middle of the page, near Offboarding and Onboarding.
- Click the checkbox for Use for Pay Runs.
- Click the Create button.
Further information
What will a user be able to do after I give them access to EH Payroll?
A user with EH Payroll access will be able to do the following:
- Review, prepare, and approve pay runs.
- Access and download reports.
- View and send messages via the Communications tab.
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