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Employee Security Type


One of the advantages of using a cloud-based payroll service is sharing payroll responsibilities amongst your team. Now when you create or modify an employee profile, you can set their security type – granting them access to various aspects of the payroll service (like recording the time your employees have worked)

To give an employee a role other than Employee (default) go to EMPLOYEES>PROFILE>BASIC INFORMATION>EMPLOYEE ACCESS and click to open.

Choose the Access Level you would like to have and click Save once done. 

There are 6 security types / user roles available in the system depending on your plan type. They are;

  • Payroll Master: This role (not visible in the employee profile) is your master account and is the default account used when you first create your company profile. (Available on all plans).
  • Employee: This role can sign in to PayChequer to access pay history and tax forms.  (Available on all plans).
  • Timesheet Manager: This role can add/edit time-based employees and complete payrolls for time-based employees. (Available on some business plans).
  • Payroll Manager: This role can complete pay runs, add/edit employees and use most reports.  (Available on some business plans).
  • Timekeeper: This role can add regular hours for time-based employees.  (Available on some business plans).
  • Read Only: This role can view anything that exists in the account but cannot perform any actions or make changes (Available on accountant plans only).

Use the chart below to determine the access level you wish to grant your employees

ItemEmployeeTimekeeperTimesheet ManagerPayroll ManagerPayroll MasterRead Only
View personal pay history and tax forms

X

XXXXX
Enter timesheets 

X

X

X

X

 
Import timesheets  

X

X

X

 
Finalize time-based employee pay runs  

X

X

X

 
Enter additional earnings  

X

X

X

 
Finalize pay run for all employees  

X

X

X

 
View/edit time-based employees 

 

X

X

X

 
View Reports   

X

X

X

View all employees   

X

X

X

Edit all employees   

X

X

 
Modify company settings/rules    

X

 
Generate tax forms    

X

 
Close remittance period    

X

 


NOTE:
To have staff access these additional features, they should login at  https://secure.paymentevolution.com/employee. They will not be able to access these payroll features from PayChequer.com
**On this login page there is a field for COMPANY.  Please enter the Company Alias to access the correct company. It will NOT recognize the Company Name

They can also access their login from the main login page by clicking on EMPLOYEE LOGIN

Once logged in they will see their personal pay details.  They can switch views depending on their role type. 
Payroll managers can use the 'switch view' button to toggle between their own personal pay history and processing payroll for their company.

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The 'timesheets' link is available to timekeepers, timesheet managers and payroll managers and can be used to quickly enter the time worked by members of your staff.

 

Read Only user will click on the Payroll button on the app switcher to view the account- they will not have an option to go back to their details from this view

Some important notes:

  • Employees should continue using  PayChequer.com to view their full pay history and tax documents. 
  • Self-entry of timesheets is not available broadly yet (but we’re working on it!)
  • If you have a pay run in progress and it contains salaried staff, the timesheet manager can potentially see the wages of the salaried employees when finalizing the pay run. As a matter of practice, you should finish any pay runs with salaried staff before having your timesheet manager perform pay runs.
  • If you terminate an employee, they will no longer have access to payroll functions but can still view their own pay history at PayChequer.com
  • Roles are only assignable to employees you’ve profiled in the system (users outside your organization cannot be assigned roles at this time)
  • Please email support@paymentevolution.com  to let us know the name of any authorized users on your account so our support team knows it is okay to speak with them directly.

Roles Available by Plan Type

  • Green- Payroll Master and Employee
  • B22- All Green roles plus Timekeeper, Payroll Manager
  • Business +- All B22 roles plus Timesheet Manager
  • Accountant/Bookkeeper Plans- All roles