Bureau Structure

You only have access to this screen if you have access rights in Admin.

This is where you set up your reporting lines, assign clients to users, and give permission to a user to temporarily assign clients to other users.

You can see all operators set up in Operators/Groups > Alter Operators/Groups within the Admin side of the payroll software.

An Organisation Chart is displayed at the top of the screen:

  1. Single-click to highlight a user (one at a time).

  2. The hierarchy is based on the information in the Reports To column in the Users Available in System grid at the bottom of the screen. If Reports To is blank, the user appears at the ‘top level’ of the hierarchy. If Reports To is a user whose corresponding Reports To field is blank, they appear at the next ‘level’ from the ‘top level’ in the hierarchy, etc.

  3. There is no limit to how many ‘levels’ there can be in the hierarchy.

  4. There can be more than one structure, i.e. there could be one set of users [that report to other users] that are not connected to another set of users [reporting to other users].

The lower half of the Bureau Structure screen contains the Users Available in System grid. It consists of:

  • User Name - The Operator Name as per Operators/Groups.

  • Job Title - Needs to be entered manually. (This isn’t held anywhere else and is for your reference only).

  • Reports To - A drop-down list of all users (with the exception of the current user). This field determines where the user appears on the Organisation Chart

    • Select a user and Save; the User Name will appear in the Organisation Chart.

    • If the Reports To field is left blank, the user does not report to anyone and they will appear at the ‘top level’ of the Organisation Chart.

  • Allow Re-assign - Select to give the user the ability to use the Temp Re-assign Clients function in the Client List screen. That user will then be able to reassign clients for a particular pay period only, to cover absence, for example.

You must have the Payroll Calendar set up in the payroll software for each client to appear in the Client List.

How to assign clients to a user:

  1. Highlight a user and select Assign Clients on the Bureau Structure screen.

  2. Select the box in the Assign column next to all the clients to be assigned to the user you selected on the Bureau Structure screen.

  3. Select Save to return to Bureau Structure.