Pre-Payroll Permissions

This is a guide to help you to understand the different permissions associated with pre-payroll and help you to assign the correct permissions to the right individuals.

View Pre-Payroll Settings

• A staff member can view the pre-payroll settings in company settings including overtime, Overtime report and pre-payroll report.

Manage Pre-Payroll Settings

• A staff member can manage the pre-payroll settings in Company settings including overtime, Overtime report and pre-payroll report.
• This will also require the permission View Pre-Payroll Settings.

View Pre-Payroll Report

• A staff member can see the pre-payroll report for the employees they have permission to see.
• Staff will also only be able to view the information that they have access to. For example, a person does not have the permission View User Contract, but the column hourly rate is in the report, that person will not see any hourly rate in that column.

Manage Pre-Payroll Report

• A staff member can edit the pre-payroll report.
• They can create new pre-payroll reports and archive existing ones, add, subtract or order columns/Rows, determine the views and generate new types of columns/rows to suit the needs of the report.

Download Pre-Payroll Export

• A staff member can download the pre-payroll Export.
• Employees must have View Pre-Payroll Report too in order to download this report.

Manage Lock Pre-Payroll

• A staff member can lock the pre-payroll to ensure no edits are made once pre-payroll is processed.
• No time or leave may be approved during a locked period.

Manage Unlock Pre-Payroll

• A staff member can unlock the pre-payroll to allow edits to ensure that correct working records are kept.

View Pre-Payroll Records

• Allows staff to see the Export Records section of pre-payroll. The person will have access to historical downloads of the pre-payroll export files.
• Important Note: If they do not have permission to see a field and it is included in the Export set-up, they will be able to see this information if it was downloaded by somebody with permission to see that field.
• This permission also requires the permission View Pre-Payroll Report.