Configure

This section is only visible to users given the correct permissions under Operators/Groups in the Admin side of the payroll.

Configuring the module consists of the following steps:

1. Decide on and set up the Bureau Structure.

2. Assign Clients to operators.

3. Create Groups of similar client payrolls.

4. Create Batch Processes.

5. Apply Batch Processes to Groups.

6. Create Checklist templates.

7. Add Custom Tasks.

8. Apply Checklist template to Clients.

9. Set up Variance templates and apply to Clients.

10. Create Report Packs and apply to Clients.

11. Make changes to individual Clients using Client Config.

Bureau Structure

Groups

Batch Processes

Checklist

Variance

Report Packs

Client Config