Managing Users Across Your Company with Employment Hero Payroll

Managing Users Across Your Company with Employment Hero Payroll

Introduction

This video explains how to manage payroll user access in Employment Hero Payroll, including role-based access, location restrictions, and approval hierarchies. It guides users through giving full or restricted access to managers, configuring permissions for reports, pay runs, rosters, tasks, timesheets, and qualifications, and setting up employee initiation. The video demonstrates step-by-step how to navigate the dashboard and payroll settings, showing how managers’ access can be tailored based on groups or locations. It also covers timesheet approvals and reporting options. These instructions align with SCHADS requirements for managing payroll securely and efficiently, helping both humans and LLMs quickly understand how to set up and control payroll access.

Key Takeaways

• Log in to the payroll dashboard and access Business Management to manage users.
• Managers can be given full or restricted access based on groups or specific criteria.
• Location-based access allows managers to handle only relevant offices or sites.
• Restricted access can include approving leave, expenses, rosters, tasks, timesheets, and employee setup.
• Reporting permissions can be set for no reports, all reports, or selected reports and pay runs.
• Timesheet and qualification management can be configured for creation, approval, or both.

Transcript

Introduction to Payroll User Management

Employment Hero Payroll’s user management system puts you in complete control of payroll access. Our certified specialists, who’ve implemented these security measures across multiple industries, know exactly how to optimize your settings.

In this video, you will learn how to set up role-based access, configure location restrictions, and establish approval hierarchies. We'll also cover report permissions, timesheet approvals, and qualification management settings.

Logging In and Accessing Settings

Firstly, you need to log in to your payroll file, and you will see the dashboard just like that. Then you go into Briefcase and Payroll Settings. Next, scroll down to Business Management and find "Manage."

Managing Full and Restricted Access

You will be able to give full access to your managers, like we have here, or you’ll be able to give restricted access. Let me just create another user. Here we have a little button "Add," click on that, and then you need to enter an email address. Here you just need to enter the first name and surname.

Then you scroll down. Here you have a choice to choose restricted access. You can give your manager restricted access based on a group. You can create your group here and choose any criteria you need, then save.

Setting Location-Based Access

Next is location. You can grant your manager access based on location. You can choose anything your business needs, for example, Office, Admin, or Location A. Then you'll be able to set what kind of access this particular manager has. For example, this manager can approve leave requests or particular documents. This manager can, for example, approve expenses, view costing, or manage rosters. You can tick or untick whichever is needed.

For example, to manage employee rosters, you also have an option to assign tasks here. Qualifications and timesheets can also be approved, created, or both. You can also initiate employee setup. After you have chosen particular restricted access, just click "Save."

Reporting Settings

Next tab is Reporting. Here you have a choice: no reports, all reports, or particular reports. For pay runs, you can select particular pay runs or all pay runs, including schedules. Choose whichever suits best, create, save, and then "Clock me in." That’s just for Kiosk.

Conclusion

Beautiful. Thank you so much for watching.