If you are granting access to the payroll for a new member of staff, the new member must first have an Access Evo account. Once this has been created, follow the sections below.
Grant payroll access
Click the Members
icon, and search for the required user.Next to their name, click the show member actions
icon.Click Manage Roles, then click the payroll drop-down.
Find the required payroll instance and select the required access.
Administrator
User
Click Save Changes, then click Confirm.
Click Close.
Apply security profile
If you need to create a new security profile for the user, the steps on how to do this can be found within our security profile guide.
Click Security, and then click Users.
Click Assign Profile.
Next to the required user, click the Security Profile Code drop-down.
Selected the desired security profile.
Click Save.