Overview
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 out 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.
Availability
| Payroll Plan: | Standard | Premium |
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.
- Click the Delete button.
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