The User Permissions for Payroll allow you to customize what you and your employees can see when using the Payroll module.
- Roles of the payroll application and what is the highest level of permission the user COULD have:
- Payroll Employee - Can only see themselves in their company. Very few editable fields, and primarily has access for tax election modifications and viewing of pay stubs.
- Payroll Manager - Can edit payroll data where applicable for their company only. Can not SEE the Payrolls tab in the Navigation.
- Payroll Controller - All the same as Payroll Manager with the addition of seeing and editing the Payrolls tab. However, can submit payrolls but not approve them.
- Payroll Admin - Same as controller with the addition of being the only company-level role that can approve payrolls
Permissions Table
Scroll horizontally through the table to view additional columns.
| Payroll Page/Screen Section | Field | Payroll Employee | Payroll Manager | Payroll Controller | Payroll Admin |
|---|---|---|---|---|---|
| Dashboard | View | View | View | View | |
| People | No Access | View | View | View | |
| ↳ Employee Info | View | View | View | View | |
| ↳ Basic Information | Employee ID | View | View | View | View |
| First Name | View | View | View | View | |
| Middle Name | View | View | View | View | |
| Last Name | View | View | View | View | |
| Employee Type | View | View | View | View | |
| View | View | View | View | ||
| Date of Birth | View | View | View | View | |
| Hire Date | View | View | View | View | |
| Termination Date | View | View | View | View | |
| Default Paygroup | View | View | View | View | |
| Annual Salary | View | View | View | View | |
| Payment Preference | View | Edit | Edit | Edit | |
| Receive Electronic W-2 | Edit | Edit | Edit | Edit | |
| Is Active | View | View | View | View | |
| Home Address | View | View | View | View | |
| Line 1 | View | View | View | View | |
| Line 2 | View | View | View | View | |
| City | View | View | View | View | |
| State | View | View | View | View | |
| Zip | View | View | View | View | |
| SSN | View | Edit | Edit | Edit | |
| Workers Compensation Code | View | Edit | Edit | Edit | |
| ↳ Additional Information | Additional state tax information that varies by state | No Access | Edit | Edit | Edit |
| ↳ State Reciprocity | Edit | Edit | Edit | Edit | |
| ↳ Banking | Institution Name | Edit | Edit | Edit | Edit |
| Routing Number | Edit | Edit | Edit | Edit | |
| Account Number | Edit | Edit | Edit | Edit | |
| Type | Edit | Edit | Edit | Edit | |
| Split Priority | Edit | Edit | Edit | Edit | |
| Split Amount | Edit | Edit | Edit | Edit | |
| Split Percent | Edit | Edit | Edit | Edit | |
| ↳ Compensation | Name | View | Edit | Edit | Edit |
| Amount | View | Edit | Edit | Edit | |
| Period ( Drop down, static list of Hourly, Annually, Piece) | View | Edit | Edit | Edit | |
| ↳ Location | View | Edit | Edit | Edit | |
| ↳ Paystubs | View | View | View | View | |
| ↳ Benefits | No Access | Edit | Edit | Edit | |
| ↳ Deductions | No Access | Edit | Edit | Edit | |
| ↳ Documents | No Fields for Editing | View | View | View | View |
| ↳ Taxes | Flexible field options based on the form they are doing | Edit | Edit | Edit | Edit |
| Payrolls | No Access | No Access | Edit (Submit Payroll) | Edit (Approve Payroll) | |
| Reports | No Access | Execute | Execute | Execute | |
| Setup | No Access | Edit | Edit | Edit | |
| ↳ Authorization Forms | No Access | Edit | Edit | Edit | |
| ↳ Bank Account | No Access | Edit | Edit | Edit | |
| ↳ Benefits | No Access | Edit | Edit | Edit | |
| ↳ Cost Codes | No Access | No Access | View | View | |
| ↳ Departments | No Access | No Access | View | View | |
| ↳ Documents | No Access | View | View | View | |
| ↳ General Information | No Access | Edit | Edit | Edit | |
| ↳ General Ledger | No Access | No Access | Edit | No Access | |
| ↳ Locations | No Access | View | View | View | |
| ↳ Pay Schedules | Creation occurs here | No Access | Edit | Edit | Edit |
| ↳ Tax Setup | Flexible field options based on the form they are doing | No Access | Edit | Edit | Edit |
| ↳ Rate Codes | Creation occurs here | No Access | Edit | Edit | Edit |
| ↳ Tax Deposits | No Access | View | View | View | |
| ↳ Users | No Access | Edit | Edit | Edit |