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IMPORTANT NOTICE
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This article provides the step-by-step instructions for assigning and configuring the Payroll Manager access level for a team member.
Before you read
- This article is for users with System Administrator or Payroll Administrator access.
- The Payroll Manager role is only available in Deputy Payroll
- If you’re new to Payroll access levels, check out this article for an overview of Deputy Payroll access levels
This article covers
- Assigning the Payroll Manager access level in the employee profile
- Granting Location Access
- Granting Business Entity Access
Assigning the Payroll Manager access level in the employee profile
You'll start by changing the team member's access level in their employee profile.
- From the People tab, click the name of the team member you want to set up.
- Select Employment in the left-hand menu.
- Click Edit in the top right of the Employment Details page.
- In the Work Details section, click the dropdown menu next to Access level.
- Select Payroll Manager from the list.
Granting Location Access
Next, make sure the Payroll Manager has access to the necessary locations for managing the right people.
To add a location to the Works at section:
- In the Works at section, click Add locations.
- Select the Location(s) that contain the team members the Payroll Manager needs to process payroll for.
- Click Add locations.
To remove a location from the Payroll Manager’s access, hover over the location name and click Remove.
Grant Business Entity Access
When you select Payroll Manager from the Access level drop-down, a new section called Payroll access will appear just below the Works at section.
This is where you'll grant the Payroll Manager access to the necessary business entities for processing pay runs. If you haven't yet set up your business entities, check out this article for Setting up multiple business entities in Payroll.
- In the Payroll access section, click Add business entities.
- Select the Business Entity(ies) the Payroll Manager needs to process payroll for.
- Click Add business entities.
- When you're done editing the Employment details page, click Save in the top right of the screen.
The team member is now set up as a Payroll Manager with access only to the team members and business entities required for their role.
To learn more about Payroll access levels, check out our article Setting user access permissions in Payroll.