Payroll Permissions

Permission

Description

When On

When Off

Manage Absence Export

This permission is designed specifically for payroll managers or payroll staff to download reports outlining unpaid absences and sickness in the current month. It may also be used by HR staff for payroll-related purposes. The availability of both features is dependent on the payroll settings configuration, determining what users can see in this section.

Users can download an Excel export report of unpaid absences (e.g., unpaid wedding leave or unpaid leave for a house move) and sickness for the current month. They can specify a date in settings and view any changes to absences that have appeared on previous reports.

Users cannot download the report of all unpaid and sickness absences for the current month. They cannot view any changes to absences that were on previous months' reports.
Manage Employee Export

This permission is intended specifically for payroll managers or payroll staff to download reports outlining changes related to employees. These could include changes to employees’ contracts, job roles (e.g., pay, hours), addresses, or bank details. This feature may also be used by HR staff for payroll-related purposes. The functionality of this permission depends on the settings for the Payroll module. For example, if the ‘manual change approval’ setting is turned on, the employee export gains additional functionality to see all changes to records in real-time, which can be actioned.

Users can download an Excel export report of all changes related to an employee and their role for the current month. They can specify a date on the Settings page and view any changes that have occurred since the last employee export that require manual intervention.

Users cannot download Excel export reports to view all changes related to an employee and their role for the current month.

Manage Claim Export

This permission is intended for payroll-related staff who may need to send this report to the headteacher for approval before forwarding it to payroll. The functionality described is specific to time and expense claims and is typically used in payroll processes for approval and subsequent processing.

Users can download an Excel export report of all the approved time and expense claims for the current month. This is only downloadable on a specified date that can be added on the Settings page.

Users cannot download an Excel report of that month's time and expense claims.

Manage Payroll Approval

This permission allows users to access to the 'Payroll Approval' section of the module.

Users can approve payroll.

Users cannot approve payroll.
Edit Payroll Settings Lets the user access the Settings page for the Payroll module. Users can view an edit the settings for Payroll.

Users cannot access the module’s Settings page.
Pay Run Sets a user’s ability to view the pay run for Every Payroll integrations. Users can navigate to the payroll module, and view pay run data for the current period. Users will not be able to view the pay run menu item.