Access to Payroll

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Access to the Payroll system and its various menu options can be controlled by setting access levels on the options and then setting the user's security level.  Be sure to read all the documentation on setting security levels, user group settings, and user security levels.

 

Users can be further restricted from viewing specific employees by utilizing the Executive Employee option. If this option is enabled, then users with lower access levels than the menu security setting assigned to the Executive Employee Access Menu option will not be able to view or access executive employee information of any kind on the Employee List Screen. In addition, users will not be able to enter time card entries, print automatic payroll checks, create handwritten payroll checks, or void payroll checks for executive employees. Please note that the restrictions that this option applies to is limited to those listed above. It is highly recommended that users with lower access levels also be restricted from all payroll reports, including the Report BuilderPro option, as well as all browse data and modify data options.

 

Users can also be restricted from viewing the payroll checking account activity in the Ledger > Check Register and Bank Reconciliation options.  The Payroll Bank Account Access option can be secured with a security level or directly through the User Restrictions settings in the User Maintenance Screen.  Enabling this option will prevent the user from selecting the payroll bank account, as defined on the Payroll > Properties Screen, when viewing the check register or creating a bank reconciliation. Note: The user should be prevented from accessing the Payroll > Properties Screen as well.)