All access in RecStaff is controlled by user permissions so that is where you need to start. There are two payroll related permissions that you might need - Payroll Setup and Manage Payroll.



To Manage Your Payroll Configuration


"Payroll Setup" is the system permission that allows a user to make changes to payroll settings and configurations like payroll grades, pay codes, premiums etc. 


If you open "Site Setup \ User Permissions" you'll find the Payroll Setup permission right next to Department Setup:



Once you've assigned that permission to a user, that user will be able to make changes to the configuration of your payroll module. The next time the user logs in they will have the following menu on their dashboard:



Note: changes made through the Payroll Setup menu will affect all groups that use the payroll integration and timesheet module at your site.



To Enable Staff To Do Payroll Timesheet Processing


The second payroll related permission is "Manage Payroll". Once a user is given this permission they can be assigned to one or more payroll groups; they will be able to create payroll periods, generate timesheets, manage the workflow and then export the data for those payroll groups.


The first step is to assign the user If you open "Site Setup \ User Permissions" you'll find the Manage Payroll permission right next to Department Setup:



The last step is to tell RecStaff which payroll groups the user is allowed to manage. You do this by assigning the user to the payroll group. Note: you must have Payroll permission to do this.


Go to your "Payroll Setup" and select the option "Payroll Groups":



This opens the Payroll Groups listing page:



The third column in the table shows a list of users who have the "Manage Payroll" permission and have been assigned to each payroll group. It is helpful to have more than one payroll manager for each group so if the primary manager is away somebody else can process the payroll. 


To manage the list of payroll managers for a payroll group, select the person icon (third under the Action column) to open up a dialogue where you can add or remove payroll managers as needed:



The drop down list only shows staff who have the "Manage Payroll" permission. If you are trying to assign a user to manage a payroll group and they don't show here, check to make sure they have been given that permission first. 


When you select a name from the list a green "+" sign will appear. Click that icon to add the person to the list. To remove somebody, just click the trash can icon next to their name.



The next time the user logs in, they will have a new menu option :



They will also have a new indicator icon in the upper left of their dashboard:



This indicator is to alert you when it is time to process your payroll. Whether it is showing or not will depend on how far along you are in your payroll period; in your payroll group settings you can define the number of days after the period end you want to be reminded (i.e. day of, 1 day after ...). Also, you may not see it at first until you're created your first payroll period for the group and the dates of your payroll periods have been established.